Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $663K | Sell |
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2024
Q3 | $660K | Sell |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.12M | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $488K | Hold |
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|
2020
Q3 | $455K | Hold |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $408K | Buy |
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