Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,955
| Closed | -$201K | – | 96 |
|
|
2024
Q3 | $201K | Buy |
+4,955
| New | +$201K | 0.06% | 143 |
|
|
2024
Q2 | – | Sell |
-5,549
| Closed | -$211K | – | 142 |
|
|
2024
Q1 | $211K | Sell |
5,549
-2,930
| -35% | -$111K | 0.08% | 129 |
|
|
2023
Q4 | $307K | Sell |
8,479
-394
| -4% | -$14.3K | 0.13% | 95 |
|
|
2023
Q3 | $299K | Buy |
+8,873
| New | +$299K | 0.14% | 85 |
|