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InterOcean Capital’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

InterOcean Capital’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
Q1 		– Sell
-22,740
Closed -$608K – 202
2019
Q4 		$608K Hold
22,740
– – 0.05% 122
2019
Q3 		$593K Buy
+22,740
New +$590K 0.05% 127

Other funds holding PJUL

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

InterOcean Capital's PJUL Position: Q1 2020 in Review

InterOcean Capital sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2020, closing a stake of 22,740 shares — an estimated $608K sold.

InterOcean Capital first reported a position in PJUL in Q3 2019 and held it in 2 quarters. The position peaked at $608K in Q4 2019. 36 funds tracked by Wall St. Rank hold PJUL as of Q1 2020.

  • InterOcean Capital reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2020 after selling out during the quarter.
  • InterOcean Capital sold 22,740 Innovator US Equity Power Buffer ETF July shares in Q1 2020, an estimated $608K.
  • InterOcean Capital first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and held it in 2 quarters.
  • InterOcean Capital's Innovator US Equity Power Buffer ETF July position peaked at $608K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2020.

Based on InterOcean Capital's 13F filing for Q1 2020, filed 11 May 2020.