Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF January BJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Hold |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $938K | Sell |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $950K | Buy |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $655K | Hold |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $647K | Buy |
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|
2019
Q3 | $610K | Hold |
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|
2019
Q2 | $599K | Hold |
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|
2019
Q1 | $580K | Buy |
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