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

Silicon Hills 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
2020 Q2	–	Sell	-94,332	Closed	-$2.26M	–	73
2020 Q1	$2.26M	Buy	94,332 +94,024	+30,527%	+$2.44M	2.98%	10
2019 Q4	$4.34K	Buy	+308	New	+$8.13K	3.32%	9

Other funds holding PJUL

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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 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 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

Silicon Hills Wealth Management's PJUL Position: Q2 2020 in Review

Silicon Hills Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2020, closing a stake of 94,332 shares — an estimated $2.26M sold.

Silicon Hills Wealth Management first reported a position in PJUL in Q4 2019 and held it in 2 quarters. The position peaked at $2.26M in Q1 2020. 36 funds tracked by Wall St. Rank hold PJUL as of Q2 2020.

Silicon Hills Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 94,332 Innovator US Equity Power Buffer ETF July shares in Q2 2020, an estimated $2.26M.
Silicon Hills Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2019 and held it in 2 quarters.
Silicon Hills Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $2.26M in Q1 2020.
36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.