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Accurate Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Accurate Wealth Management’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,485
Closed -$75.5K – 1091
2022
Q4 		$75.5K Buy
+2,485
New +$74.4K 0.03% 365

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

Accurate Wealth Management's PJUL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2023, closing a stake of 2,485 shares — an estimated $75.5K sold.

Accurate Wealth Management first reported a position in PJUL in Q4 2022 and held it in 1 quarter. The position peaked at $75.5K in Q4 2022. 141 funds tracked by Wall St. Rank hold PJUL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,485 Innovator US Equity Power Buffer ETF July shares in Q1 2023, an estimated $75.5K.
  • Accurate Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $75.5K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.