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Ameritas Advisory Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-1,050
Closed -$34.5K – 752
2023
Q1 		$34.5K Buy
+1,050
New +$33.5K ﹤0.01% 1408

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HighTower Advisors
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Osaic Holdings
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Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameritas Advisory Services's BJUL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2023, closing a stake of 1,050 shares — an estimated $34.5K sold.

Ameritas Advisory Services first reported a position in BJUL in Q1 2023 and held it in 1 quarter. The position peaked at $34.5K in Q1 2023. 74 funds tracked by Wall St. Rank hold BJUL as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,050 Innovator US Equity Buffer ETF July shares in Q2 2023, an estimated $34.5K.
  • Ameritas Advisory Services first reported a position in Innovator US Equity Buffer ETF July in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Innovator US Equity Buffer ETF July position peaked at $34.5K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.