WMS
Wealth Management Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $458K | Hold |
13,594
| – | – | 0.31% | 42 |
|
|
2023
Q2 | $465K | Sell |
13,594
-664
| -5% | -$22.7K | 0.3% | 40 |
|
|
2023
Q1 | $451K | Hold |
14,258
| – | – | 0.26% | 41 |
|
|
2022
Q4 | $430K | Hold |
14,258
| – | – | 0.23% | 54 |
|
|
2022
Q3 | $408K | Buy |
+14,258
| New | +$408K | 0.24% | 42 |
|