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

Diversified’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
2021
Q1 		– Sell
-2,159
Closed -$60K – 268
2020
Q4 		$60K Buy
+2,159
New +$61K 0.05% 172

Other funds holding PJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Diversified's PJUL Position: Q1 2021 in Review

Diversified sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2021, closing a stake of 2,159 shares — an estimated $60K sold.

Diversified first reported a position in PJUL in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 49 funds tracked by Wall St. Rank hold PJUL as of Q1 2021.

  • Diversified reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 2,159 Innovator US Equity Power Buffer ETF July shares in Q1 2021, an estimated $60K.
  • Diversified first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and held it in 1 quarter.
  • Diversified's Innovator US Equity Power Buffer ETF July position peaked at $60K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.