Jim Simons
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Jim Simons’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Jim Simons’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
-23,183
Closed -$839K – 3987
2023
Q4 		$839K Buy
+23,183
New +$803K ﹤0.01% 2521

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 $103B AUM 28.65% 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 $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 $8.53B AUM 21.43% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Jim Simons's PJUL Position: Q1 2024 in Review

Jim Simons sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2024, closing a stake of 23,183 shares — an estimated $839K sold.

Jim Simons first reported a position in PJUL in Q4 2023 and held it in 1 quarter. The position peaked at $839K in Q4 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

  • Jim Simons reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 23,183 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $839K.
  • Jim Simons first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Jim Simons's Innovator US Equity Power Buffer ETF July position peaked at $839K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.