YWS
Yarger Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
10,247
-2,256
| -18% | -$98.9K | 0.23% | 63 |
|
|
2025
Q1 | $502K | Hold |
12,503
| – | – | 0.29% | 53 |
|
|
2024
Q4 | $515K | Sell |
12,503
-2,550
| -17% | -$105K | 0.3% | 53 |
|
|
2024
Q3 | $609K | Buy |
15,053
+5,014
| +50% | +$203K | 0.34% | 44 |
|
|
2024
Q2 | $390K | Buy |
10,039
+657
| +7% | +$25.5K | 0.23% | 59 |
|
|
2024
Q1 | $356K | Sell |
9,382
-2,438
| -21% | -$92.6K | 0.24% | 58 |
|
|
2023
Q4 | $428K | Buy |
11,820
+577
| +5% | +$20.9K | 0.35% | 44 |
|
|
2023
Q3 | $379K | Buy |
+11,243
| New | +$379K | 0.32% | 44 |
|