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Impact Partnership Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-83
Closed -$3K – 830
2023
Q4 		$3K Sell
83
-6,507
-99% -$225K ﹤0.01% 644
2023
Q3 		$222K Buy
6,590
+1,615
+32% +$55.5K 0.07% 165
2023
Q2 		$170K Buy
+4,975
New +$161K 0.06% 153

Other funds holding PJUL

AllianceBernstein
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Impact Partnership Wealth's PJUL Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2024, closing a stake of 83 shares — an estimated $3K sold.

Impact Partnership Wealth first reported a position in PJUL in Q2 2023 and held it in 3 quarters. The position peaked at $222K in Q3 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 83 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $3K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Innovator US Equity Power Buffer ETF July position peaked at $222K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.