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

BCGM 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
2021
Q1 		– Sell
-9,212
Closed -$267K – 98
2020
Q4 		$267K Buy
+9,212
New +$260K 0.19% 85

Other funds holding PJUL

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EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WIA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

BCGM Wealth Management's PJUL Position: Q1 2021 in Review

BCGM Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2021, closing a stake of 9,212 shares — an estimated $267K sold.

BCGM Wealth Management first reported a position in PJUL in Q4 2020 and held it in 1 quarter. The position peaked at $267K in Q4 2020. 49 funds tracked by Wall St. Rank hold PJUL as of Q1 2021.

  • BCGM Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • BCGM Wealth Management sold 9,212 Innovator US Equity Power Buffer ETF July shares in Q1 2021, an estimated $267K.
  • BCGM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and held it in 1 quarter.
  • BCGM Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $267K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2021.

Based on BCGM Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.