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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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.