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

V 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	–	Sell	-6,226	Closed	-$213K	–	288
2023 Q2	$213K	Sell	6,226 -412	-6%	-$13.3K	0.04%	353
2023 Q1	$210K	Hold	6,638	–	–	0.04%	354
2022 Q4	$200K	Buy	+6,638	New	+$199K	0.04%	349
2022 Q2	–	Sell	-6,638	Closed	-$204K	–	452
2022 Q1	$204K	Hold	6,638	–	–	0.03%	425
2021 Q4	$205K	Sell	6,638 -348	-5%	-$10.6K	0.03%	431
2021 Q3	$208K	Buy	+6,986	New	+$209K	0.03%	441

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 $71.6B AUM 21.08% 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

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

V Wealth Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2023, closing a stake of 6,226 shares — an estimated $213K sold.

V Wealth Advisors first reported a position in PJUL in Q3 2021 and held it in 6 quarters. The position peaked at $213K in Q2 2023. 188 funds tracked by Wall St. Rank hold PJUL as of Q3 2023.

V Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,226 Innovator US Equity Power Buffer ETF July shares in Q3 2023, an estimated $213K.
V Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and held it in 6 quarters.
V Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $213K in Q2 2023.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.