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

Crown 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
2023 Q2	–	Sell	-11,363	Closed	-$360K	–	70
2023 Q1	$360K	Sell	11,363 -29,159	-72%	-$903K	0.3%	42
2022 Q4	$1.22M	Sell	40,522 -2,154	-5%	-$64.5K	1.15%	17
2022 Q3	$1.22M	Buy	42,676 +17,896	+72%	+$540K	1.25%	16
2022 Q2	$728K	Buy	+24,780	New	+$734K	0.66%	29

Other funds holding PJUL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

FMWA

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

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

Crown Wealth Group's PJUL Position: Q2 2023 in Review

Crown Wealth Group sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2023, closing a stake of 11,363 shares — an estimated $360K sold.

Crown Wealth Group first reported a position in PJUL in Q2 2022 and held it in 4 quarters. The position peaked at $1.22M in Q4 2022. 151 funds tracked by Wall St. Rank hold PJUL as of Q2 2023.

Crown Wealth Group reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
Crown Wealth Group sold 11,363 Innovator US Equity Power Buffer ETF July shares in Q2 2023, an estimated $360K.
Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and held it in 4 quarters.
Crown Wealth Group's Innovator US Equity Power Buffer ETF July position peaked at $1.22M in Q4 2022.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2023.

Based on Crown Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.