Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
6,766
-1,420
| -17% | -$62.3K | 0.02% | 460 |
|
|
2025
Q1 | $329K | Sell |
8,186
-4,239
| -34% | -$170K | 0.02% | 416 |
|
|
2024
Q4 | $512K | Sell |
12,425
-173
| -1% | -$7.12K | 0.03% | 347 |
|
|
2024
Q3 | $510K | Buy |
12,598
+310
| +3% | +$12.5K | 0.03% | 342 |
|
|
2024
Q2 | $477K | Hold |
12,288
| – | – | 0.03% | 328 |
|
|
2024
Q1 | $467K | Sell |
12,288
-871
| -7% | -$33.1K | 0.03% | 332 |
|
|
2023
Q4 | $476K | Hold |
13,159
| – | – | 0.04% | 323 |
|
|
2023
Q3 | $443K | Buy |
13,159
+3,324
| +34% | +$112K | 0.04% | 318 |
|
|
2023
Q2 | $337K | Hold |
9,835
| – | – | 0.03% | 349 |
|
|
2023
Q1 | $311K | Hold |
9,835
| – | – | 0.03% | 351 |
|
|
2022
Q4 | $297K | Hold |
9,835
| – | – | 0.03% | 321 |
|
|
2022
Q3 | $281K | Buy |
+9,835
| New | +$281K | 0.03% | 311 |
|