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Advisor Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Advisor Group’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
2019
Q4 		$851K Buy
35,795
+9,308
+35% +$218K 0.01% 1305
2019
Q3 		$611K Buy
+26,487
New +$608K ﹤0.01% 1467

Other funds holding IJUL

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's IJUL Position: Q4 2019 in Review

Advisor Group increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 35% in Q4 2019, buying an estimated $218K and bringing the position to 35,795 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1305.

Advisor Group first reported a position in IJUL in Q3 2019 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold IJUL as of Q4 2019.

  • Advisor Group held 35,795 shares of Innovator International Developed Power Buffer ETF July worth $851K as of Q4 2019.
  • Advisor Group bought 9,308 Innovator International Developed Power Buffer ETF July shares in Q4 2019, an estimated $218K.
  • Innovator International Developed Power Buffer ETF July made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1305 holding.
  • Advisor Group first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2019 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.