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Tidemark’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Tidemark’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
Q4 		– Sell
-400
Closed -$16.2K – 671
2024
Q3 		$16.2K Buy
+400
New +$15.8K 0.01% 370

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tidemark's PJUL Position: Q4 2024 in Review

Tidemark sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 400 shares — an estimated $16.2K sold.

Tidemark first reported a position in PJUL in Q3 2024 and held it in 1 quarter. The position peaked at $16.2K in Q3 2024. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

  • Tidemark reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 400 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $16.2K.
  • Tidemark first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Tidemark's Innovator US Equity Power Buffer ETF July position peaked at $16.2K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.