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

North Star 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
2022
Q4 		– Sell
-100
Closed -$3K – 1332
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1003
2022
Q2 		$3K Buy
+100
New +$2.96K ﹤0.01% 1019

Other funds holding PJUL

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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWP
Ascent Wealth Partners New Hartford, New York $860M AUM 23.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

North Star Investment Management's PJUL Position: Q4 2022 in Review

North Star Investment Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

North Star Investment Management first reported a position in PJUL in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 143 funds tracked by Wall St. Rank hold PJUL as of Q4 2022.

  • North Star Investment Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 100 Innovator US Equity Power Buffer ETF July shares in Q4 2022, an estimated $3K.
  • North Star Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and held it in 2 quarters.
  • North Star Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $3K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.