Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF September BSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $932K | Sell |
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2024
Q3 | $932K | Sell |
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|
2024
Q2 | $904K | Sell |
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|
2024
Q1 | $875K | Sell |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.28M | Sell |
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|
2020
Q3 | $7.49M | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $424K | Hold |
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|
2019
Q4 | $461K | Hold |
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|
2019
Q3 | $442K | Buy |
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