Valtinson Bruner Financial Planning’s Innovator Growth-100 Power Buffer ETF July NJUL 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 | $523K | Sell |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $941K | Buy |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $741K | Hold |
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|
2021
Q3 | $728K | Hold |
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|
2021
Q2 | $715K | Buy |
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