WealthShield Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
2,612
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $105K | Buy |
2,612
+2,271
| +666% | +$91.3K | 0.01% | 364 |
|
|
2024
Q4 | $14K | Sell |
341
-1,500
| -81% | -$61.8K | ﹤0.01% | 435 |
|
|
2024
Q3 | $74.5K | Buy |
1,841
+1,500
| +440% | +$60.7K | 0.01% | 368 |
|
|
2024
Q2 | $13.2K | Hold |
341
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $13K | Hold |
341
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $12.3K | Hold |
341
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $11.5K | Hold |
341
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $11.7K | Hold |
341
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $10.8K | Buy |
+341
| New | +$10.8K | ﹤0.01% | 437 |
|