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

TRUADVICE’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
Q4 		– Sell
-8,669
Closed -$265K – 118
2021
Q3 		$265K Hold
8,669
– – 0.24% 101
2021
Q2 		$259K Hold
8,669
– – 0.06% 265
2021
Q1 		$256K Hold
8,669
– – 0.08% 232
2020
Q4 		$248K Buy
+8,669
New +$245K 0.08% 240

Other funds holding PJUL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

TRUADVICE's PJUL Position: Q4 2021 in Review

TRUADVICE sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2021, closing a stake of 8,669 shares — an estimated $265K sold.

TRUADVICE first reported a position in PJUL in Q4 2020 and held it in 4 quarters. The position peaked at $265K in Q3 2021. 82 funds tracked by Wall St. Rank hold PJUL as of Q4 2021.

  • TRUADVICE reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 8,669 Innovator US Equity Power Buffer ETF July shares in Q4 2021, an estimated $265K.
  • TRUADVICE first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and held it in 4 quarters.
  • TRUADVICE's Innovator US Equity Power Buffer ETF July position peaked at $265K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.