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

Maltin Wealth 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
2020
Q1 		– Sell
-1
Closed – – 116
2019
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 118

Other funds holding PJUL

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SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Maltin Wealth Management's PJUL Position: Q1 2020 in Review

Maltin Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2020, closing a stake of 1 share.

Maltin Wealth Management first reported a position in PJUL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 36 funds tracked by Wall St. Rank hold PJUL as of Q1 2020.

  • Maltin Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 1 Innovator US Equity Power Buffer ETF July share in Q1 2020.
  • Maltin Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $0 in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.