Wealth Enhancement Advisory Services’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 | $1.26M | Buy |
+26,604
| New | +$1.26M | ﹤0.01% | 1609 |
|
2025
Q1 | – | Sell |
-12,507
| Closed | -$557K | – | 2956 |
|
2024
Q4 | $557K | Buy |
12,507
+2,010
| +19% | +$89.6K | ﹤0.01% | 1900 |
|
2024
Q3 | $459K | Sell |
10,497
-6,006
| -36% | -$262K | ﹤0.01% | 1863 |
|
2024
Q2 | $689K | Sell |
16,503
-240
| -1% | -$10K | ﹤0.01% | 1455 |
|
2024
Q1 | $675K | Buy |
16,743
+8,234
| +97% | +$332K | ﹤0.01% | 1417 |
|
2023
Q4 | $320K | Hold |
8,509
| – | – | ﹤0.01% | 1764 |
|
2023
Q3 | $293K | Buy |
+8,509
| New | +$293K | ﹤0.01% | 1747 |
|