Zimmermann Investment Management & Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-4,955	Closed	-$201K	–	96
2024 Q3	$201K	Buy	+4,955	New	+$195K	0.06%	143
2024 Q2	–	Sell	-5,549	Closed	-$211K	–	142
2024 Q1	$211K	Sell	5,549 -2,930	-35%	-$109K	0.08%	129
2023 Q4	$307K	Sell	8,479 -394	-4%	-$13.6K	0.13%	95
2023 Q3	$299K	Buy	+8,873	New	+$305K	0.14%	85

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zimmermann Investment Management & Planning's PJUL Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 4,955 shares — an estimated $201K sold.

Zimmermann Investment Management & Planning first reported a position in PJUL in Q3 2023 and held it in 4 quarters. The position peaked at $307K in Q4 2023. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 4,955 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $201K.
Zimmermann Investment Management & Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Innovator US Equity Power Buffer ETF July position peaked at $307K in Q4 2023.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.