Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q1	–	Sell	-477	Closed	-$17.3K	–	804
2023 Q4	$17.3K	Sell	477 -27	-5%	-$935	0.01%	338
2023 Q3	$17K	Sell	504 -1,480	-75%	-$50.9K	0.01%	361
2023 Q2	$67.9K	Buy	+1,984	New	+$64.2K	0.02%	214

Other funds holding PJUL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PJUL Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2024, closing a stake of 477 shares — an estimated $17.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PJUL in Q2 2023 and held it in 3 quarters. The position peaked at $67.9K in Q2 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 477 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $17.3K.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and held it in 3 quarters.
Oliver Lagore Vanvalin Investment Group's Innovator US Equity Power Buffer ETF July position peaked at $67.9K in Q2 2023.
208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.