ACG Wealth
PJUL icon

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

ACG Wealth’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
2022
Q3 		– Sell
-350
Closed -$10K – 801
2022
Q2 		$10K Buy
+350
New +$10.4K ﹤0.01% 696

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

ACG Wealth's PJUL Position: Q3 2022 in Review

ACG Wealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2022, closing a stake of 350 shares — an estimated $10K sold.

ACG Wealth first reported a position in PJUL in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 128 funds tracked by Wall St. Rank hold PJUL as of Q3 2022.

  • ACG Wealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 350 Innovator US Equity Power Buffer ETF July shares in Q3 2022, an estimated $10K.
  • ACG Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Innovator US Equity Power Buffer ETF July position peaked at $10K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.