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Ladenburg Thalmann Financial Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$164K Buy
6,100
+2,000
+49% +$52.8K ﹤0.01% 2659
2019
Q3 		$107K Buy
+4,100
New +$106K ﹤0.01% 2887

Other funds holding PJUL

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PJUL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 49% in Q4 2019, buying an estimated $52.8K and bringing the position to 6,100 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Ladenburg Thalmann Financial Services first reported a position in PJUL in Q3 2019 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold PJUL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,100 shares of Innovator US Equity Power Buffer ETF July worth $164K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,000 Innovator US Equity Power Buffer ETF July shares in Q4 2019, an estimated $52.8K.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2659 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.