Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF June PJUN 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 | $423K | Hold |
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|
2024
Q3 | $415K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $812K | Hold |
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|
2020
Q3 | $779K | Sell |
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|
2020
Q2 | $786K | Buy |
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