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Souders Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Souders Financial 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
2024
Q4 		– Sell
-9,711
Closed -$393K – 182
2024
Q3 		$393K Hold
9,711
– – 0.05% 133
2024
Q2 		$377K Buy
+9,711
New +$372K 0.06% 135

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PCM
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Osaic Holdings
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Souders Financial Advisors's PJUL Position: Q4 2024 in Review

Souders Financial Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 9,711 shares — an estimated $393K sold.

Souders Financial Advisors first reported a position in PJUL in Q2 2024 and held it in 2 quarters. The position peaked at $393K in Q3 2024. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

  • Souders Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 9,711 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $393K.
  • Souders Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and held it in 2 quarters.
  • Souders Financial Advisors's Innovator US Equity Power Buffer ETF July position peaked at $393K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Souders Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.