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Stearns Financial Services Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Stearns Financial Services Group’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
Q3 		$429K Buy
+15,495
New +$426K 0.07% 102

Other funds holding PJUL

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $6.04B AUM 22.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Stearns Financial Services Group's PJUL Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2020: 15,495 shares worth $429K. The stake represents 0.07% of the portfolio and ranks #102 among its holdings.

47 funds tracked by Wall St. Rank hold PJUL as of Q3 2020.

  • Stearns Financial Services Group held 15,495 shares of Innovator US Equity Power Buffer ETF July worth $429K as of Q3 2020.
  • Innovator US Equity Power Buffer ETF July was a new Stearns Financial Services Group position in Q3 2020.
  • Innovator US Equity Power Buffer ETF July made up 0.07% of Stearns Financial Services Group's portfolio in Q3 2020, its #102 holding.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.