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Denver PWM’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Denver PWM’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
2019
Q4 		– Sell
-670
Closed -$17.5K – 177
2019
Q3 		$17.5K Buy
+670
New +$17.4K 0.01% 169

Other funds holding PJUL

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Denver PWM's PJUL Position: Q4 2019 in Review

Denver PWM sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2019, closing a stake of 670 shares — an estimated $17.5K sold.

Denver PWM first reported a position in PJUL in Q3 2019 and held it in 1 quarter. The position peaked at $17.5K in Q3 2019. 39 funds tracked by Wall St. Rank hold PJUL as of Q4 2019.

  • Denver PWM reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 670 Innovator US Equity Power Buffer ETF July shares in Q4 2019, an estimated $17.5K.
  • Denver PWM first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Innovator US Equity Power Buffer ETF July position peaked at $17.5K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.