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Hochman Cole Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Hochman Cole 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
2021
Q3 		$470K Buy
+15,810
New +$473K 0.18% 80

Other funds holding PJUL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
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
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Hochman Cole Investment Advisors's PJUL Position: Q3 2021 in Review

Hochman Cole Investment Advisors opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2021: 15,810 shares worth $470K. The stake represents 0.18% of the portfolio and ranks #80 among its holdings.

79 funds tracked by Wall St. Rank hold PJUL as of Q3 2021.

  • Hochman Cole Investment Advisors held 15,810 shares of Innovator US Equity Power Buffer ETF July worth $470K as of Q3 2021.
  • Innovator US Equity Power Buffer ETF July was a new Hochman Cole Investment Advisors position in Q3 2021.
  • Innovator US Equity Power Buffer ETF July made up 0.18% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #80 holding.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.