Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Hold |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $614K | Hold |
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|
2020
Q2 | $616K | Buy |
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