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

BKM 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
2024
Q1 		– Sell
-301
Closed -$10.9K – 453
2023
Q4 		$10.9K Buy
+301
New +$10.4K ﹤0.01% 447

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

BKM Wealth Management's PJUL Position: Q1 2024 in Review

BKM Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2024, closing a stake of 301 shares — an estimated $10.9K sold.

BKM Wealth Management first reported a position in PJUL in Q4 2023 and held it in 1 quarter. The position peaked at $10.9K in Q4 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

  • BKM Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 301 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $10.9K.
  • BKM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $10.9K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.