Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Pillar Wealth 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
2024 Q4	–	Sell	-5,593	Closed	-$226K	–	6
2024 Q3	$226K	Sell	5,593 -37,606	-87%	-$1.48M	6.77%	8
2024 Q2	$1.68M	Sell	43,199 -6,421	-13%	-$246K	2.01%	13
2024 Q1	$1.88M	Hold	49,620	–	–	1.42%	17
2023 Q4	$1.8M	Hold	49,620	–	–	1.38%	20
2023 Q3	$1.67M	Hold	49,620	–	–	1.45%	17
2023 Q2	$1.7M	Hold	49,620	–	–	1.42%	14
2023 Q1	$1.57M	Hold	49,620	–	–	1.56%	12
2022 Q4	$1.5M	Hold	49,620	–	–	1.44%	13
2022 Q3	$1.42M	Buy	49,620 +9,796	+25%	+$296K	1.42%	15
2022 Q2	$1.17M	Buy	39,824 +27,260	+217%	+$807K	1.19%	19
2022 Q1	$385K	Hold	12,564	–	–	0.37%	37
2021 Q4	$387K	Buy	+12,564	New	+$382K	0.37%	38

Other funds holding PJUL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Pillar Wealth Advisors's PJUL Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 5,593 shares — an estimated $226K sold.

Pillar Wealth Advisors first reported a position in PJUL in Q4 2021 and held it in 12 quarters. The position peaked at $1.88M in Q1 2024. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 5,593 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $226K.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2021 and held it in 12 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $1.88M in Q1 2024.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.