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John W. Brooker & Co’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

John W. Brooker & Co’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
2022
Q4 		– Sell
-700
Closed -$20K – 149
2022
Q3 		$20K Buy
+700
New +$21.1K 0.01% 119

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BCM
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWP
Ascent Wealth Partners New Hartford, New York $860M AUM 23.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

John W. Brooker & Co's PJUL Position: Q4 2022 in Review

John W. Brooker & Co sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2022, closing a stake of 700 shares — an estimated $20K sold.

John W. Brooker & Co first reported a position in PJUL in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 143 funds tracked by Wall St. Rank hold PJUL as of Q4 2022.

  • John W. Brooker & Co reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 700 Innovator US Equity Power Buffer ETF July shares in Q4 2022, an estimated $20K.
  • John W. Brooker & Co first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and held it in 1 quarter.
  • John W. Brooker & Co's Innovator US Equity Power Buffer ETF July position peaked at $20K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.