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DWM Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

DWM Financial 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
2020
Q2 		– Sell
-11,416
Closed -$273K – 33
2020
Q1 		$273K Buy
+11,416
New +$296K 0.6% 24

Other funds holding PJUL

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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 $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

DWM Financial Group's PJUL Position: Q2 2020 in Review

DWM Financial Group sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2020, closing a stake of 11,416 shares — an estimated $273K sold.

DWM Financial Group first reported a position in PJUL in Q1 2020 and held it in 1 quarter. The position peaked at $273K in Q1 2020. 36 funds tracked by Wall St. Rank hold PJUL as of Q2 2020.

  • DWM Financial Group reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • DWM Financial Group sold 11,416 Innovator US Equity Power Buffer ETF July shares in Q2 2020, an estimated $273K.
  • DWM Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2020 and held it in 1 quarter.
  • DWM Financial Group's Innovator US Equity Power Buffer ETF July position peaked at $273K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.