Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Fund Manager Index
Stock index based on fund manager activity updated each quarter
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WFAG
Worth Financial Advisory Group’s
Innovator US Equity Power Buffer ETF July
PJUL
Stock Holding History
Worth Financial Advisory Group’s Portfolio
PJUL Stock Details
PJUL Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-5,660
Closed
-$220K
–
169
2024
Q2
$220K
Hold
5,660
–
–
0.14%
134
2024
Q1
$215K
Hold
5,660
–
–
0.15%
129
2023
Q4
$205K
Buy
+5,660
New
+$205K
0.16%
125
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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