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Snowden Capital Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Snowden Capital Advisors’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
Q1 		– Sell
-200
Closed -$6K – 1785
2021
Q4 		$6K Buy
+200
New +$6.08K ﹤0.01% 1666

Other funds holding PJUL

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PCM
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WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Snowden Capital Advisors's PJUL Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2022, closing a stake of 200 shares — an estimated $6K sold.

Snowden Capital Advisors first reported a position in PJUL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 86 funds tracked by Wall St. Rank hold PJUL as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 200 Innovator US Equity Power Buffer ETF July shares in Q1 2022, an estimated $6K.
  • Snowden Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Innovator US Equity Power Buffer ETF July position peaked at $6K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.