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

SeaCrest 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
2022
Q3 		– Sell
-1,000
Closed -$29K – 1260
2022
Q2 		$29K Buy
+1,000
New +$29.6K ﹤0.01% 1344

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Osaic Holdings
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CG
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XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

SeaCrest Wealth Management's PJUL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2022, closing a stake of 1,000 shares — an estimated $29K sold.

SeaCrest Wealth Management first reported a position in PJUL in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 128 funds tracked by Wall St. Rank hold PJUL as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 Innovator US Equity Power Buffer ETF July shares in Q3 2022, an estimated $29K.
  • SeaCrest Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $29K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.