Wealth Enhancement Advisory Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
59,807
+26,018
| +77% | +$769K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $945K | Sell |
33,789
-22,503
| -40% | -$629K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $1.66M | Buy |
56,292
+1,723
| +3% | +$50.7K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $1.59M | Buy |
54,569
+13,640
| +33% | +$397K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $1.13M | Sell |
40,929
-9,689
| -19% | -$268K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $1.42M | Hold |
50,618
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q4 | $1.37M | Sell |
50,618
-205
| -0.4% | -$5.55K | ﹤0.01% | 1035 |
|
|
2023
Q3 | $1.27M | Buy |
+50,823
| New | +$1.27M | ﹤0.01% | 1006 |
|