WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Sell |
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|
2025
Q2 | $414K | Sell |
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2025
Q1 | $480K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $92.9K | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q1 | $3.62M | Buy |
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