Leading Edge Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Leading Edge Financial Planning’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	-8,325	Closed	-$301K	–	57
2023 Q4	$301K	Sell	8,325 -400	-5%	-$13.9K	0.16%	45
2023 Q3	$294K	Buy	8,725 +925	+12%	+$31.8K	0.19%	54
2023 Q2	$267K	Sell	7,800 -750	-9%	-$24.3K	0.17%	53
2023 Q1	$271K	Hold	8,550	–	–	0.2%	55
2022 Q4	$258K	Buy	+8,550	New	+$256K	0.22%	57

Other funds holding PJUL

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Leading Edge Financial Planning's PJUL Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2024, closing a stake of 8,325 shares — an estimated $301K sold.

Leading Edge Financial Planning first reported a position in PJUL in Q4 2022 and held it in 5 quarters. The position peaked at $301K in Q4 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

Leading Edge Financial Planning reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 8,325 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $301K.
Leading Edge Financial Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's Innovator US Equity Power Buffer ETF July position peaked at $301K in Q4 2023.
208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.