Pillar Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Pillar Wealth Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16,610	Closed	-$467K	–	32
2024 Q2	$467K	Sell	16,610 -1,475	-8%	-$41.5K	0.56%	40
2024 Q1	$510K	Hold	18,085	–	–	0.39%	47
2023 Q4	$490K	Hold	18,085	–	–	0.38%	49
2023 Q3	$460K	Hold	18,085	–	–	0.4%	47
2023 Q2	$475K	Hold	18,085	–	–	0.4%	47
2023 Q1	$459K	Hold	18,085	–	–	0.46%	41
2022 Q4	$431K	Hold	18,085	–	–	0.42%	44
2022 Q3	$385K	Buy	18,085 +1,524	+9%	+$34.7K	0.38%	40
2022 Q2	$376K	Buy	+16,561	New	+$388K	0.38%	40

Other funds holding IJUL

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pillar Wealth Advisors's IJUL Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2024, closing a stake of 16,610 shares — an estimated $467K sold.

Pillar Wealth Advisors first reported a position in IJUL in Q2 2022 and held it in 9 quarters. The position peaked at $510K in Q1 2024. 85 funds tracked by Wall St. Rank hold IJUL as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 16,610 Innovator International Developed Power Buffer ETF July shares in Q3 2024, an estimated $467K.
Pillar Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2022 and held it in 9 quarters.
Pillar Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $510K in Q1 2024.
85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2024.

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