Visionary Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
13,913
-2,098
| -13% | -$75.5K | 0.03% | 358 |
|
|
2025
Q1 | $542K | Hold |
16,011
| – | – | 0.03% | 337 |
|
|
2024
Q4 | $547K | Hold |
16,011
| – | – | 0.03% | 338 |
|
|
2024
Q3 | $536K | Buy |
16,011
+1,450
| +10% | +$48.5K | 0.03% | 337 |
|
|
2024
Q2 | $469K | Hold |
14,561
| – | – | 0.03% | 338 |
|
|
2024
Q1 | $462K | Hold |
14,561
| – | – | 0.03% | 334 |
|
|
2023
Q4 | $446K | Hold |
14,561
| – | – | 0.03% | 335 |
|
|
2023
Q3 | $414K | Buy |
+14,561
| New | +$414K | 0.03% | 325 |
|