AEPG
PJUL icon

American Economic Planning Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

American Economic Planning Group’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
2019
Q3 		$1.25M Buy
+48,031
New +$1.25M 0.34% 27

Other funds holding PJUL

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

American Economic Planning Group's PJUL Position: Q3 2019 in Review

American Economic Planning Group opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2019: 48,031 shares worth $1.25M. The stake represents 0.34% of the portfolio and ranks #27 among its holdings.

30 funds tracked by Wall St. Rank hold PJUL as of Q3 2019.

  • American Economic Planning Group held 48,031 shares of Innovator US Equity Power Buffer ETF July worth $1.25M as of Q3 2019.
  • Innovator US Equity Power Buffer ETF July was a new American Economic Planning Group position in Q3 2019.
  • Innovator US Equity Power Buffer ETF July made up 0.34% of American Economic Planning Group's portfolio in Q3 2019, its #27 holding.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.