Bernard Wealth Management Corp. INNOVATOR ETFS TRUST Transaction History

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025
Number of Shares
23,019
Previous 22,944 0.33%
Holding current value
$641 Million
Previous $631 Million 1.59%
% of portfolio
0.26%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
75 Added 0.33%
23,019 $641 Million
Q3 2025

Oct 14, 2025
SELL
N/A
-1,100 Reduced 4.57%
22,944 $631 Million
Q2 2025

Jul 24, 2025
SELL
N/A
-2,220 Reduced 8.45%
24,044 $649 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-1,289 Reduced 4.68%
26,264 $691 Million
Q4 2024

Feb 27, 2025
BUY
N/A
27,553 New
27,553 $723 Million
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