Visionary Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
8,444
-591
| -7% | -$40.2K | 0.03% | 337 |
|
|
2025
Q1 | $542K | Sell |
9,035
-90
| -1% | -$5.4K | 0.03% | 336 |
|
|
2024
Q4 | $573K | Hold |
9,125
| – | – | 0.03% | 332 |
|
|
2024
Q3 | $555K | Buy |
9,125
+1,144
| +14% | +$69.6K | 0.03% | 333 |
|
|
2024
Q2 | $475K | Hold |
7,981
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $460K | Sell |
7,981
-178
| -2% | -$10.3K | 0.03% | 335 |
|
|
2023
Q4 | $450K | Hold |
8,159
| – | – | 0.03% | 333 |
|
|
2023
Q3 | $414K | Buy |
+8,159
| New | +$414K | 0.03% | 324 |
|