Better Money Decisions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Better Money Decisions’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	-746	Closed	-$22K	–	333
2022 Q2	$22K	Buy	+746	New	+$22.1K	0.02%	213
2021 Q4	–	Sell	-875	Closed	-$26K	–	434
2021 Q3	$26K	Buy	+875	New	+$26.2K	0.02%	238

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Better Money Decisions's PJUL Position: Q3 2022 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2022, closing a stake of 746 shares — an estimated $22K sold.

Better Money Decisions first reported a position in PJUL in Q3 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 128 funds tracked by Wall St. Rank hold PJUL as of Q3 2022.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 746 Innovator US Equity Power Buffer ETF July shares in Q3 2022, an estimated $22K.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and held it in 2 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF July position peaked at $26K in Q3 2021.
128 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.