Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
|
|||||
|
2025
Q1 | $3.55M | Sell |
|
|||||
|
2024
Q4 | $3.73M | Sell |
|
|||||
|
2024
Q3 | $3.91M | Sell |
|
|||||
|
2024
Q2 | $3.71M | Sell |
|
|||||
|
2024
Q1 | $3.74M | Sell |
|
|||||
|
2023
Q4 | $3.65M | Buy |
|
|||||
|
2023
Q3 | $3.31M | Sell |
|
|||||
|
2023
Q2 | $3.59M | Sell |
|
|||||
|
2023
Q1 | $3.45M | Sell |
|
|||||
|
2022
Q4 | $3.51M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $292K | Sell |
|
|||||
|
2020
Q4 | $6.98M | Sell |
|
|||||
|
2020
Q3 | $6.52M | Buy |
|
|||||
|
2020
Q2 | $5.35M | Buy |
|
|||||
|
2020
Q1 | $4.72M | Hold |
|
|||||
|
2019
Q4 | $5.39M | Buy |
|