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Alera Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Alera Investment Advisors’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
2024
Q3 		– Sell
-18,611
Closed -$723K – 309
2024
Q2 		$723K Sell
18,611
-3
-0% -$115 0.09% 94
2024
Q1 		$707K Sell
18,614
-2,487
-12% -$92.2K 0.1% 94
2023
Q4 		$764K Hold
21,101
– – 0.1% 86
2023
Q3 		$711K Buy
21,101
+3,298
+19% +$113K 0.12% 80
2023
Q2 		$609K Buy
17,803
+3,192
+22% +$103K 0.13% 96
2023
Q1 		$462K Buy
14,611
+147
+1% +$4.55K 0.11% 118
2022
Q4 		$437K Sell
14,464
-251
-2% -$7.52K 0.1% 115
2022
Q3 		$421K Buy
14,715
+2,828
+24% +$85.3K 0.12% 115
2022
Q2 		$349K Buy
11,887
+274
+2% +$8.12K 0.1% 135
2022
Q1 		$356K Buy
11,613
+1,129
+11% +$34.2K 0.08% 136
2021
Q4 		$327K Buy
10,484
+166
+2% +$5.04K 0.09% 74
2021
Q3 		$307K Buy
10,318
+2,052
+25% +$61.4K 0.09% 77
2021
Q2 		$245K Hold
8,266
– – 0.07% 85
2021
Q1 		$242K Buy
8,266
+78
+1% +$2.26K 0.08% 82
2020
Q4 		$235K Hold
8,188
– – 0.08% 79
2020
Q3 		$227K Buy
+8,188
New +$225K 0.09% 71
2019
Q2 		– Sell
-1,980
Closed -$50K – 753
2019
Q1 		$50K Buy
+1,980
New +$49.3K 0.02% 167

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Alera Investment Advisors's PJUL Position: Q3 2024 in Review

Alera Investment Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2024, closing a stake of 18,611 shares — an estimated $723K sold.

Alera Investment Advisors first reported a position in PJUL in Q1 2019 and held it in 17 quarters. The position peaked at $764K in Q4 2023. 241 funds tracked by Wall St. Rank hold PJUL as of Q3 2024.

  • Alera Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 18,611 Innovator US Equity Power Buffer ETF July shares in Q3 2024, an estimated $723K.
  • Alera Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2019 and held it in 17 quarters.
  • Alera Investment Advisors's Innovator US Equity Power Buffer ETF July position peaked at $764K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.