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Round Table Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Round Table Services’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
2020
Q2 		– Sell
-12,097
Closed -$289K – 92
2020
Q1 		$289K Sell
12,097
-30,156
-71% -$783K 0.12% 61
2019
Q4 		$1.13M Buy
42,253
+4,868
+13% +$128K 0.31% 36
2019
Q3 		$975K Buy
+37,385
New +$969K 0.29% 37

Other funds holding PJUL

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Round Table Services's PJUL Position: Q2 2020 in Review

Round Table Services sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2020, closing a stake of 12,097 shares — an estimated $289K sold.

Round Table Services first reported a position in PJUL in Q3 2019 and held it in 3 quarters. The position peaked at $1.13M in Q4 2019. 36 funds tracked by Wall St. Rank hold PJUL as of Q2 2020.

  • Round Table Services reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • Round Table Services sold 12,097 Innovator US Equity Power Buffer ETF July shares in Q2 2020, an estimated $289K.
  • Round Table Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and held it in 3 quarters.
  • Round Table Services's Innovator US Equity Power Buffer ETF July position peaked at $1.13M in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2020.

Based on Round Table Services's 13F filing for Q2 2020, filed 10 Aug 2020.