Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
7,489
-303
| -4% | -$14.3K | 0.08% | 136 |
|
|
2025
Q1 | $336K | Sell |
7,792
-222
| -3% | -$9.59K | 0.08% | 130 |
|
|
2024
Q4 | $357K | Hold |
8,014
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $350K | Hold |
8,014
| – | – | 0.09% | 126 |
|
|
2024
Q2 | $335K | Buy |
8,014
+2,380
| +42% | +$99.4K | 0.09% | 107 |
|
|
2024
Q1 | $227K | Hold |
5,634
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $212K | Buy |
+5,634
| New | +$212K | 0.06% | 119 |
|