DHGWA
PJUL icon

Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$4.16M Sell
135,546
-337
-0.2% -$10.2K 1.19% 14
2021
Q4 		$4.19M Buy
+135,883
New +$4.13M 1.36% 12

Other funds holding PJUL

AllianceBernstein
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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PJUL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.25% in Q1 2022, selling an estimated $10.2K and leaving 135,546 shares worth $4.16M. The position accounts for 1.19% of the portfolio, ranked #14.

Dixon Hughes Goodman Wealth Advisors first reported a position in PJUL in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.19M in Q4 2021. 86 funds tracked by Wall St. Rank hold PJUL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 135,546 shares of Innovator US Equity Power Buffer ETF July worth $4.16M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 337 Innovator US Equity Power Buffer ETF July shares in Q1 2022, an estimated $10.2K.
  • Innovator US Equity Power Buffer ETF July made up 1.19% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #14 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $4.19M in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.