Visionary Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
10,727
-1,134
| -10% | -$42.5K | 0.02% | 399 |
|
|
2025
Q1 | $424K | Buy |
11,861
+1,055
| +10% | +$37.7K | 0.03% | 373 |
|
|
2024
Q4 | $404K | Hold |
10,806
| – | – | 0.02% | 386 |
|
|
2024
Q3 | $401K | Sell |
10,806
-16
| -0.1% | -$593 | 0.02% | 379 |
|
|
2024
Q2 | $378K | Hold |
10,822
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $383K | Buy |
+10,822
| New | +$383K | 0.03% | 368 |
|
|
2021
Q2 | – | Sell |
-10,016
| Closed | -$305K | – | 346 |
|
|
2021
Q1 | $305K | Buy |
+10,016
| New | +$305K | 0.03% | 249 |
|