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Legacy Investment Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Legacy Investment Solutions’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
Q4 		$107K Hold
2,564
– – 0.07% 87
2024
Q3 		$106K Buy
+2,564
New +$101K 0.06% 84

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Raymond James Financial
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HighTower Advisors
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Legacy Investment Solutions's PJUL Position: Q4 2024 in Review

Legacy Investment Solutions held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q4 2024 at 2,564 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #87.

Legacy Investment Solutions first reported a position in PJUL in Q3 2024 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

  • Legacy Investment Solutions held 2,564 shares of Innovator US Equity Power Buffer ETF July worth $107K as of Q4 2024.
  • Legacy Investment Solutions left its Innovator US Equity Power Buffer ETF July share count unchanged in Q4 2024.
  • Innovator US Equity Power Buffer ETF July made up 0.07% of Legacy Investment Solutions's portfolio in Q4 2024, its #87 holding.
  • Legacy Investment Solutions first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.