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ACG Wealth’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

ACG Wealth’s Portfolio UJUL Stock Details UJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,100
Closed -$260K – 330
2020
Q3 		$260K Buy
+10,100
New +$259K 0.04% 237

Other funds holding UJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $183M AUM 18.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACG Wealth's UJUL Position: Q4 2020 in Review

ACG Wealth sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2020, closing a stake of 10,100 shares — an estimated $260K sold.

ACG Wealth first reported a position in UJUL in Q3 2020 and held it in 1 quarter. The position peaked at $260K in Q3 2020. 26 funds tracked by Wall St. Rank hold UJUL as of Q4 2020.

  • ACG Wealth reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2020 after selling out during the quarter.
  • ACG Wealth sold 10,100 Innovator US Equity Ultra Buffer ETF July shares in Q4 2020, an estimated $260K.
  • ACG Wealth first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2020 and held it in 1 quarter.
  • ACG Wealth's Innovator US Equity Ultra Buffer ETF July position peaked at $260K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2020.

Based on ACG Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.