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Reston Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Reston Wealth Management’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
-1,000
Closed -$40.5K – 329
2024
Q3 		$40.5K Buy
+1,000
New +$39.4K 0.01% 147

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PCM
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Janney Montgomery Scott
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Osaic Holdings
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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
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Reston Wealth Management's PJUL Position: Q4 2024 in Review

Reston Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 1,000 shares — an estimated $40.5K sold.

Reston Wealth Management first reported a position in PJUL in Q3 2024 and held it in 1 quarter. The position peaked at $40.5K in Q3 2024. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

  • Reston Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,000 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $40.5K.
  • Reston Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $40.5K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.