Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $922K | Hold |
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|
2025
Q2 | $886K | Sell |
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2025
Q1 | $847K | Hold |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $865K | Hold |
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|
2024
Q2 | $842K | Hold |
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|
2024
Q1 | $819K | Hold |
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|
2023
Q4 | $780K | Sell |
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|
2023
Q3 | $729K | Hold |
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|
2023
Q2 | $736K | Hold |
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|
2023
Q1 | $696K | Hold |
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|
2022
Q4 | $673K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $3.32M | Sell |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $3.25M | Buy |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $10.6M | Sell |
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|
2019
Q1 | $10.5M | Buy |
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