Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Hold |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $547K | Hold |
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|
2024
Q2 | $534K | Sell |
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|
2024
Q1 | $543K | Hold |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.59M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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