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Synergy Asset Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-113
Closed -$4.57K – 638
2024
Q4 		$4.57K Buy
+113
New +$4.63K ﹤0.01% 583

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Synergy Asset Management's PJUL Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2025, closing a stake of 113 shares — an estimated $4.57K sold.

Synergy Asset Management first reported a position in PJUL in Q4 2024 and held it in 1 quarter. The position peaked at $4.57K in Q4 2024. 239 funds tracked by Wall St. Rank hold PJUL as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 113 Innovator US Equity Power Buffer ETF July shares in Q1 2025, an estimated $4.57K.
  • Synergy Asset Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator US Equity Power Buffer ETF July position peaked at $4.57K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.