Epic Trust Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Epic Trust Investment 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
2024 Q2	$253K	Hold	6,505	–	–	0.28%	92
2024 Q1	$247K	Hold	6,505	–	–	0.3%	94
2023 Q4	$235K	Buy	+6,505	New	+$225K	0.32%	86

Other funds holding PJUL

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

BCM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Epic Trust Investment Advisors's PJUL Position: Q2 2024 in Review

Epic Trust Investment Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2024 at 6,505 shares worth $253K. The position accounts for 0.28% of the portfolio, ranked #92.

Epic Trust Investment Advisors first reported a position in PJUL in Q4 2023 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold PJUL as of Q2 2024.

Epic Trust Investment Advisors held 6,505 shares of Innovator US Equity Power Buffer ETF July worth $253K as of Q2 2024.
Epic Trust Investment Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2024.
Innovator US Equity Power Buffer ETF July made up 0.28% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #92 holding.
Epic Trust Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 3 quarters since.
214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.