Accuvest Global Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Accuvest Global Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-149,212	Closed	-$4.21M	–	63
2024 Q1	$4.21M	Buy	+149,212	New	+$4.08M	1.84%	11
2023 Q4	–	Sell	-64,510	Closed	-$1.64M	–	107
2023 Q3	$1.64M	Buy	64,510 +41,000	+174%	+$1.07M	0.9%	34
2023 Q2	$618K	Hold	23,510	–	–	0.32%	56
2023 Q1	$597K	Sell	23,510 -23,510	-50%	-$585K	0.27%	58
2022 Q4	$1.12M	Buy	47,020 +23,510	+100%	+$538K	0.37%	58
2022 Q3	$500K	Buy	+23,510	New	+$535K	0.34%	62

Other funds holding IJUL

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

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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Accuvest Global Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2024, closing a stake of 149,212 shares — an estimated $4.21M sold.

Accuvest Global Advisors first reported a position in IJUL in Q3 2022 and held it in 6 quarters. The position peaked at $4.21M in Q1 2024. 82 funds tracked by Wall St. Rank hold IJUL as of Q2 2024.

Accuvest Global Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
Accuvest Global Advisors sold 149,212 Innovator International Developed Power Buffer ETF July shares in Q2 2024, an estimated $4.21M.
Accuvest Global Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and held it in 6 quarters.
Accuvest Global Advisors's Innovator International Developed Power Buffer ETF July position peaked at $4.21M in Q1 2024.
82 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2024.

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