PCS
PJUL icon

Personal CFO Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-499,198
Closed -$20.2M – 574
2024
Q3 		$20.2M Buy
+499,198
New +$19.7M 2.82% 3
2023
Q4 		– Sell
-6,645
Closed -$224K – 540
2023
Q3 		$224K Buy
+6,645
New +$228K 0.04% 405
2023
Q2 		– Sell
-39,228
Closed -$1.24M – 499
2023
Q1 		$1.24M Hold
39,228
– – 0.26% 72
2022
Q4 		$1.18M Buy
39,228
+330
+0.8% +$9.89K 0.25% 73
2022
Q3 		$1.11M Buy
38,898
+30,170
+346% +$910K 0.28% 65
2022
Q2 		$256K Buy
+8,728
New +$259K 0.06% 311
2021
Q4 		– Sell
-8,420
Closed -$250K – 504
2021
Q3 		$250K Sell
8,420
-768,866
-99% -$23M 0.05% 361
2021
Q2 		$23M Buy
+777,286
New +$22.9M 4.71% 2

Other funds holding PJUL

Koshinski Asset Management
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AllianceBernstein
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return