Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL 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 | $241K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $229K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $1.28M | Hold |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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