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

Vima LLC’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
Q2 		– Sell
-461
Closed -$14.6K – 282
2024
Q1 		$14.6K Hold
461
– – 0.02% 205
2023
Q4 		$16.7K Buy
+461
New +$16K 0.04% 204

Other funds holding PJUL

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PCM
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vima LLC's PJUL Position: Q2 2024 in Review

Vima LLC sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2024, closing a stake of 461 shares — an estimated $14.6K sold.

Vima LLC first reported a position in PJUL in Q4 2023 and held it in 2 quarters. The position peaked at $16.7K in Q4 2023. 214 funds tracked by Wall St. Rank hold PJUL as of Q2 2024.

  • Vima LLC reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 461 Innovator US Equity Power Buffer ETF July shares in Q2 2024, an estimated $14.6K.
  • Vima LLC first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Vima LLC's Innovator US Equity Power Buffer ETF July position peaked at $16.7K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.