Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$7.12M	Sell	187,350 -13,403	-7%	-$497K	0.79%	27
2023 Q4	$7.27M	Sell	200,753 -4,477	-2%	-$155K	0.92%	22
2023 Q3	$6.92M	Buy	205,230 +23,784	+13%	+$817K	1.03%	21
2023 Q2	$6.21M	Buy	181,446 +178,119	+5,354%	+$5.77M	0.9%	22
2023 Q1	$105K	Buy	+3,327	New	+$103K	0.02%	56

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

RJFSA

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Strategic Wealth Partners Group's PJUL Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 6.7% in Q1 2024, selling an estimated $497K and leaving 187,350 shares worth $7.12M. The position accounts for 0.79% of the portfolio, ranked #27.

Strategic Wealth Partners Group first reported a position in PJUL in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.27M in Q4 2023. 208 funds tracked by Wall St. Rank hold PJUL as of Q1 2024.

Strategic Wealth Partners Group held 187,350 shares of Innovator US Equity Power Buffer ETF July worth $7.12M as of Q1 2024.
Strategic Wealth Partners Group sold 13,403 Innovator US Equity Power Buffer ETF July shares in Q1 2024, an estimated $497K.
Innovator US Equity Power Buffer ETF July made up 0.79% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #27 holding.
Strategic Wealth Partners Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2023 and has held it in 5 quarters since.
Strategic Wealth Partners Group's Innovator US Equity Power Buffer ETF July position peaked at $7.27M in Q4 2023.
208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.