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

Stonebridge 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
2021
Q3 		– Sell
-140
Closed -$4K – 1062
2021
Q2 		$4K Hold
140
– – ﹤0.01% 864
2021
Q1 		$4K Buy
+140
New +$4.06K ﹤0.01% 767

Other funds holding PJUL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stonebridge Capital Advisors's PJUL Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2021, closing a stake of 140 shares — an estimated $4K sold.

Stonebridge Capital Advisors first reported a position in PJUL in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 79 funds tracked by Wall St. Rank hold PJUL as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 140 Innovator US Equity Power Buffer ETF July shares in Q3 2021, an estimated $4K.
  • Stonebridge Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Innovator US Equity Power Buffer ETF July position peaked at $4K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.