Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Buy |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.37M | Sell |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $326K | Buy |
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