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

Fiduciary Alliance’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
2023
Q3 		– Sell
-678
Closed -$23.2K – 720
2023
Q2 		$23.2K Buy
+678
New +$22K 0.01% 419
2023
Q1 		– Sell
-678
Closed -$20.5K – 660
2022
Q4 		$20.5K Buy
+678
New +$20.3K 0.01% 312

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Fiduciary Alliance's PJUL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2023, closing a stake of 678 shares — an estimated $23.2K sold.

Fiduciary Alliance first reported a position in PJUL in Q4 2022 and held it in 2 quarters. The position peaked at $23.2K in Q2 2023. 188 funds tracked by Wall St. Rank hold PJUL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 678 Innovator US Equity Power Buffer ETF July shares in Q3 2023, an estimated $23.2K.
  • Fiduciary Alliance first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Innovator US Equity Power Buffer ETF July position peaked at $23.2K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.