CPWMP
PJUL icon

Cardinal Point Wealth Management Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cardinal Point Wealth Management Partners’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
2023
Q1 		$1.36M Buy
43,065
+8,200
+24% +$254K 0.41% 22
2022
Q4 		$1.05M Buy
34,865
+8,250
+31% +$247K 0.36% 23
2022
Q3 		$769K Buy
+26,615
New +$803K 0.37% 25

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

Cardinal Point Wealth Management Partners's PJUL Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 24% in Q1 2023, buying an estimated $254K and bringing the position to 43,065 shares worth $1.36M. The position accounts for 0.41% of the portfolio, ranked #22.

Cardinal Point Wealth Management Partners first reported a position in PJUL in Q3 2022 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold PJUL as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 43,065 shares of Innovator US Equity Power Buffer ETF July worth $1.36M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 8,200 Innovator US Equity Power Buffer ETF July shares in Q1 2023, an estimated $254K.
  • Innovator US Equity Power Buffer ETF July made up 0.41% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #22 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.