CIBC Private Wealth Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

CIBC Private Wealth 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
2025 Q1	–	Sell	-60	Closed	-$2.47K	–	3225
2024 Q4	$2.47K	Hold	60	–	–	﹤0.01%	2656
2024 Q3	$2.43K	Hold	60	–	–	﹤0.01%	2769
2024 Q2	$2.36K	Hold	60	–	–	﹤0.01%	2730
2024 Q1	$2.28K	Buy	+60	New	+$2.22K	﹤0.01%	2723

Other funds holding PJUL

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

PCM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's PJUL Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2025, closing a stake of 60 shares — an estimated $2.47K sold.

CIBC Private Wealth Group first reported a position in PJUL in Q1 2024 and held it in 4 quarters. The position peaked at $2.47K in Q4 2024. 239 funds tracked by Wall St. Rank hold PJUL as of Q1 2025.

CIBC Private Wealth Group reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 60 Innovator US Equity Power Buffer ETF July shares in Q1 2025, an estimated $2.47K.
CIBC Private Wealth Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2024 and held it in 4 quarters.
CIBC Private Wealth Group's Innovator US Equity Power Buffer ETF July position peaked at $2.47K in Q4 2024.
239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.