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Alera Investment Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Alera Investment 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
Q3 		– Sell
-10,904
Closed -$307K – 301
2024
Q2 		$307K Sell
10,904
-8,261
-43% -$232K 0.04% 190
2024
Q1 		$541K Sell
19,165
-1,695
-8% -$46.3K 0.07% 111
2023
Q4 		$566K Sell
20,860
-372
-2% -$9.63K 0.07% 113
2023
Q3 		$541K Sell
21,232
-1,676
-7% -$43.6K 0.09% 105
2023
Q2 		$602K Buy
22,908
+1,745
+8% +$45.2K 0.13% 98
2023
Q1 		$537K Buy
21,163
+487
+2% +$12.1K 0.12% 107
2022
Q4 		$493K Sell
20,676
-2,475
-11% -$56.7K 0.12% 108
2022
Q3 		$493K Buy
23,151
+1,129
+5% +$25.7K 0.14% 101
2022
Q2 		$501K Sell
22,022
-1,743
-7% -$40.9K 0.14% 105
2022
Q1 		$567K Buy
23,765
+601
+3% +$14.4K 0.13% 108
2021
Q4 		$568K Buy
23,164
+1,667
+8% +$40.8K 0.16% 49
2021
Q3 		$521K Buy
21,497
+748
+4% +$18.3K 0.15% 50
2021
Q2 		$506K Buy
20,749
+908
+5% +$22.1K 0.15% 52
2021
Q1 		$482K Buy
19,841
+10
+0.1% +$241 0.16% 49
2020
Q4 		$473K Sell
19,831
-6,891
-26% -$162K 0.17% 45
2020
Q3 		$613K Buy
26,722
+15,478
+138% +$356K 0.24% 39
2020
Q2 		$254K Buy
11,244
+1,139
+11% +$25.1K 0.13% 63
2020
Q1 		$178K Buy
10,105
+1,580
+19% +$35.7K 0.11% 65
2019
Q4 		$202K Buy
+8,525
New +$200K 0.09% 60

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alera Investment Advisors's IJUL Position: Q3 2024 in Review

Alera Investment Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2024, closing a stake of 10,904 shares — an estimated $307K sold.

Alera Investment Advisors first reported a position in IJUL in Q4 2019 and held it in 19 quarters. The position peaked at $613K in Q3 2020. 85 funds tracked by Wall St. Rank hold IJUL as of Q3 2024.

  • Alera Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 10,904 Innovator International Developed Power Buffer ETF July shares in Q3 2024, an estimated $307K.
  • Alera Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2019 and held it in 19 quarters.
  • Alera Investment Advisors's Innovator International Developed Power Buffer ETF July position peaked at $613K in Q3 2020.
  • 85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.