Macroview Investment Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Macroview Investment Management’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	–	Sell	-1,930	Closed	-$78.1K	–	411
2024 Q3	$78.1K	Buy	+1,930	New	+$76K	0.08%	113
2024 Q1	–	Sell	-28,446	Closed	-$1.03M	–	686
2023 Q4	$1.03M	Sell	28,446 -505	-2%	-$17.5K	1.21%	26
2023 Q3	$976K	Buy	+28,951	New	+$995K	1.3%	24
2023 Q1	–	Sell	-62,511	Closed	-$1.89M	–	498
2022 Q4	$1.89M	Buy	+62,511	New	+$1.87M	3.24%	9

Other funds holding PJUL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Macroview Investment Management's PJUL Position: Q4 2024 in Review

Macroview Investment Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 1,930 shares — an estimated $78.1K sold.

Macroview Investment Management first reported a position in PJUL in Q4 2022 and held it in 4 quarters. The position peaked at $1.89M in Q4 2022. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

Macroview Investment Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,930 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $78.1K.
Macroview Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 4 quarters.
Macroview Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $1.89M in Q4 2022.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.