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

Mascoma 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
2024
Q3 		– Sell
-58
Closed -$2.25K – 483
2024
Q2 		$2.25K Buy
+58
New +$2.22K ﹤0.01% 458

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PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mascoma Wealth Management's PJUL Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2024, closing a stake of 58 shares — an estimated $2.25K sold.

Mascoma Wealth Management first reported a position in PJUL in Q2 2024 and held it in 1 quarter. The position peaked at $2.25K in Q2 2024. 241 funds tracked by Wall St. Rank hold PJUL as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 58 Innovator US Equity Power Buffer ETF July shares in Q3 2024, an estimated $2.25K.
  • Mascoma Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $2.25K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.