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Legacy Wealth Management (Idaho)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-2,564
Closed -$107K – 850
2024
Q4 		$107K Hold
2,564
– – 0.07% 87
2024
Q3 		$106K Buy
+2,564
New +$101K 0.06% 84

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Legacy Wealth Management (Idaho)'s PJUL Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2025, closing a stake of 2,564 shares — an estimated $107K sold.

Legacy Wealth Management (Idaho) first reported a position in PJUL in Q3 2024 and held it in 2 quarters. The position peaked at $107K in Q4 2024. 239 funds tracked by Wall St. Rank hold PJUL as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,564 Innovator US Equity Power Buffer ETF July shares in Q1 2025, an estimated $107K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Innovator US Equity Power Buffer ETF July position peaked at $107K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.