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Stone House Investment Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Stone House Investment 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
2023
Q4 		– Sell
-615
Closed -$20.7K – 357
2023
Q3 		$20.7K Buy
+615
New +$21.1K 0.01% 118

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Stone House Investment Management's PJUL Position: Q4 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2023, closing a stake of 615 shares — an estimated $20.7K sold.

Stone House Investment Management first reported a position in PJUL in Q3 2023 and held it in 1 quarter. The position peaked at $20.7K in Q3 2023. 211 funds tracked by Wall St. Rank hold PJUL as of Q4 2023.

  • Stone House Investment Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 615 Innovator US Equity Power Buffer ETF July shares in Q4 2023, an estimated $20.7K.
  • Stone House Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Stone House Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $20.7K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.