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Relative Value Partners Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Relative Value Partners 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
Q2 		$1.17M Buy
+30,175
New +$1.15M 0.15% 134

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Relative Value Partners Group's PJUL Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2024: 30,175 shares worth $1.17M. The stake represents 0.15% of the portfolio and ranks #134 among its holdings.

214 funds tracked by Wall St. Rank hold PJUL as of Q2 2024.

  • Relative Value Partners Group held 30,175 shares of Innovator US Equity Power Buffer ETF July worth $1.17M as of Q2 2024.
  • Innovator US Equity Power Buffer ETF July was a new Relative Value Partners Group position in Q2 2024.
  • Innovator US Equity Power Buffer ETF July made up 0.15% of Relative Value Partners Group's portfolio in Q2 2024, its #134 holding.
  • 214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.