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

Sutton Wealth 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
2023 Q3	$421K	Buy	12,480 +5,876	+89%	+$202K	0.21%	73
2023 Q2	$226K	Hold	6,604	–	–	0.11%	97
2023 Q1	$209K	Hold	6,604	–	–	0.11%	100
2022 Q4	$199K	Hold	6,604	–	–	0.08%	175
2022 Q3	$189K	Buy	6,604 +517	+8%	+$15.6K	0.08%	174
2022 Q2	$179K	Buy	6,087 +1,700	+39%	+$50.4K	0.07%	177
2022 Q1	$135K	Hold	4,387	–	–	0.05%	216
2021 Q4	$135K	Hold	4,387	–	–	0.05%	220
2021 Q3	$131K	Hold	4,387	–	–	0.05%	221
2021 Q2	$130K	Buy	+4,387	New	+$129K	0.05%	218

Other funds holding PJUL

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BCM

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

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

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

PCM

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

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

Sutton Wealth Advisors's PJUL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 89% in Q3 2023, buying an estimated $202K and bringing the position to 12,480 shares worth $421K. The position accounts for 0.21% of the portfolio, ranked #73.

Sutton Wealth Advisors first reported a position in PJUL in Q2 2021 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold PJUL as of Q3 2023.

Sutton Wealth Advisors held 12,480 shares of Innovator US Equity Power Buffer ETF July worth $421K as of Q3 2023.
Sutton Wealth Advisors bought 5,876 Innovator US Equity Power Buffer ETF July shares in Q3 2023, an estimated $202K.
Innovator US Equity Power Buffer ETF July made up 0.21% of Sutton Wealth Advisors's portfolio in Q3 2023, its #73 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.