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

Wealthquest’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
Q2 		– Sell
-13,128
Closed -$385K – 151
2021
Q1 		$385K Sell
13,128
-2,097
-14% -$60.8K 0.07% 90
2020
Q4 		$437K Buy
+15,225
New +$430K 0.09% 81

Other funds holding PJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wealthquest's PJUL Position: Q2 2021 in Review

Wealthquest sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2021, closing a stake of 13,128 shares — an estimated $385K sold.

Wealthquest first reported a position in PJUL in Q4 2020 and held it in 2 quarters. The position peaked at $437K in Q4 2020. 59 funds tracked by Wall St. Rank hold PJUL as of Q2 2021.

  • Wealthquest reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2021 after selling out during the quarter.
  • Wealthquest sold 13,128 Innovator US Equity Power Buffer ETF July shares in Q2 2021, an estimated $385K.
  • Wealthquest first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and held it in 2 quarters.
  • Wealthquest's Innovator US Equity Power Buffer ETF July position peaked at $437K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2021.

Based on Wealthquest's 13F filing for Q2 2021, filed 10 Aug 2021.