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Accuvest Global Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Accuvest Global Advisors’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-152,636
Closed -$6.16M – 28
2024
Q1 		$6.16M Buy
+152,636
New +$5.93M 2.69% 8
2023
Q4 		– Sell
-164,338
Closed -$5.67M – 85
2023
Q3 		$5.67M Buy
+164,338
New +$5.81M 3.11% 8

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Accuvest Global Advisors's BJUL Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2024, closing a stake of 152,636 shares — an estimated $6.16M sold.

Accuvest Global Advisors first reported a position in BJUL in Q3 2023 and held it in 2 quarters. The position peaked at $6.16M in Q1 2024. 103 funds tracked by Wall St. Rank hold BJUL as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 152,636 Innovator US Equity Buffer ETF July shares in Q2 2024, an estimated $6.16M.
  • Accuvest Global Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Accuvest Global Advisors's Innovator US Equity Buffer ETF July position peaked at $6.16M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.