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

SpiderRock 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 Q3	$202K	Buy	+4,980	New	+$196K	﹤0.01%	804

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SpiderRock Advisors's PJUL Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2024: 4,980 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

241 funds tracked by Wall St. Rank hold PJUL as of Q3 2024.

SpiderRock Advisors held 4,980 shares of Innovator US Equity Power Buffer ETF July worth $202K as of Q3 2024.
Innovator US Equity Power Buffer ETF July was a new SpiderRock Advisors position in Q3 2024.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #804 holding.
241 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.