WealthShield Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $217K | Hold |
|
|||||
|
2025
Q3 | $213K | Hold |
|
|||||
|
2025
Q2 | $203K | Hold |
|
|||||
|
2025
Q1 | $190K | Buy |
|
|||||
|
2024
Q4 | $25.6K | Sell |
|
|||||
|
2024
Q3 | $191K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $149K | Hold |
|
|||||
|
2023
Q3 | $139K | Buy |
|
|||||
|
2023
Q2 | $55.6K | Hold |
|
|||||
|
2023
Q1 | $52.2K | Buy |
|