Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Hold |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.13M | Hold |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $10M | Sell |
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|
2020
Q3 | $9.39M | Buy |
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|
2020
Q2 | $2.24M | Sell |
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|
2020
Q1 | $2.09M | Hold |
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|
2019
Q4 | $2.2M | Hold |
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|
2019
Q3 | $2.12M | Buy |
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