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First Allied Advisory Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

First Allied Advisory Services’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
Q3 		$241K Buy
+8,695
New +$239K 0.01% 986

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

First Allied Advisory Services's PJUL Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2020: 8,695 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings.

47 funds tracked by Wall St. Rank hold PJUL as of Q3 2020.

  • First Allied Advisory Services held 8,695 shares of Innovator US Equity Power Buffer ETF July worth $241K as of Q3 2020.
  • Innovator US Equity Power Buffer ETF July was a new First Allied Advisory Services position in Q3 2020.
  • Innovator US Equity Power Buffer ETF July made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #986 holding.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.