Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Hold |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $358K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.64M | Sell |
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|
2020
Q3 | $4.4M | Buy |
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