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Financial Architects (New Jersey)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Financial Architects (New Jersey)’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
Q2 		$711K Buy
20,785
+4,530
+28% +$147K 0.11% 172
2023
Q1 		$514K Sell
16,255
-622
-4% -$19.3K 0.08% 201
2022
Q4 		$510K Hold
16,877
– – 0.08% 211
2022
Q3 		$483K Buy
+16,877
New +$509K 0.08% 203

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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Architects (New Jersey)'s PJUL Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 28% in Q2 2023, buying an estimated $147K and bringing the position to 20,785 shares worth $711K. The position accounts for 0.11% of the portfolio, ranked #172.

Financial Architects (New Jersey) first reported a position in PJUL in Q3 2022 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold PJUL as of Q2 2023.

  • Financial Architects (New Jersey) held 20,785 shares of Innovator US Equity Power Buffer ETF July worth $711K as of Q2 2023.
  • Financial Architects (New Jersey) bought 4,530 Innovator US Equity Power Buffer ETF July shares in Q2 2023, an estimated $147K.
  • Innovator US Equity Power Buffer ETF July made up 0.11% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #172 holding.
  • Financial Architects (New Jersey) first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.