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Optimum Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-1,000
Closed -$29K – 865
2022
Q2 		$29K Hold
1,000
– – 0.01% 468
2022
Q1 		$31K Hold
1,000
– – 0.01% 514
2021
Q4 		$31K Hold
1,000
– – 0.01% 545
2021
Q3 		$30K Buy
+1,000
New +$29.9K 0.01% 541

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Optimum Investment Advisors's PJUL Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Optimum Investment Advisors first reported a position in PJUL in Q3 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 128 funds tracked by Wall St. Rank hold PJUL as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Innovator US Equity Power Buffer ETF July shares in Q3 2022, an estimated $29K.
  • Optimum Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and held it in 4 quarters.
  • Optimum Investment Advisors's Innovator US Equity Power Buffer ETF July position peaked at $31K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.