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Maia Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Maia Wealth’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
-5,144
Closed -$209K – 339
2024
Q3 		$209K Sell
5,144
-839
-14% -$33.1K 0.05% 248
2024
Q2 		$237K Buy
+5,983
New +$229K 0.07% 193

Other funds holding PJUL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Maia Wealth's PJUL Position: Q4 2024 in Review

Maia Wealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 5,144 shares — an estimated $209K sold.

Maia Wealth first reported a position in PJUL in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q2 2024. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

  • Maia Wealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 5,144 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $209K.
  • Maia Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and held it in 2 quarters.
  • Maia Wealth's Innovator US Equity Power Buffer ETF July position peaked at $237K in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.