TW
Transform Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,071
| Closed | -$247K | – | 219 |
|
|
2022
Q1 | $247K | Sell |
8,071
-715,374
| -99% | -$21.9M | 0.03% | 210 |
|
|
2021
Q4 | $22.3M | Sell |
723,445
-264,519
| -27% | -$8.16M | 2.33% | 4 |
|
|
2021
Q3 | $29.4M | Buy |
+987,964
| New | +$29.4M | 3.37% | 4 |
|