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S.C. Financial Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

S.C. Financial 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
2022
Q4 		$341K Sell
11,298
-6,217
-35% -$186K 0.52% 65
2022
Q3 		$501K Buy
17,515
+2,385
+16% +$71.9K 0.79% 39
2022
Q2 		$445K Buy
+15,130
New +$448K 0.68% 49

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWP
Ascent Wealth Partners New Hartford, New York $860M AUM 23.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

S.C. Financial Services's PJUL Position: Q4 2022 in Review

S.C. Financial Services reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 35% in Q4 2022, selling an estimated $186K and leaving 11,298 shares worth $341K. The position accounts for 0.52% of the portfolio, ranked #65.

S.C. Financial Services first reported a position in PJUL in Q2 2022 and has held it in 3 quarters since. The position peaked at $501K in Q3 2022. 143 funds tracked by Wall St. Rank hold PJUL as of Q4 2022.

  • S.C. Financial Services held 11,298 shares of Innovator US Equity Power Buffer ETF July worth $341K as of Q4 2022.
  • S.C. Financial Services sold 6,217 Innovator US Equity Power Buffer ETF July shares in Q4 2022, an estimated $186K.
  • Innovator US Equity Power Buffer ETF July made up 0.52% of S.C. Financial Services's portfolio in Q4 2022, its #65 holding.
  • S.C. Financial Services first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and has held it in 3 quarters since.
  • S.C. Financial Services's Innovator US Equity Power Buffer ETF July position peaked at $501K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.