Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF August BAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Hold |
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|
2025
Q2 | $379K | Hold |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $617K | Hold |
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|
2024
Q3 | $606K | Hold |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $905K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $667K | Hold |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $458K | Buy |
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