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

Ameritas Advisory Services’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
2024 Q1	–	Sell	-21,834	Closed	-$662K	–	917
2023 Q4	$662K	Sell	21,834 -27,060	-55%	-$785K	0.04%	369
2023 Q3	$1.38M	Buy	+48,894	New	+$1.41M	0.07%	267
2022 Q1	–	Sell	-67,832	Closed	-$1.88M	–	864
2021 Q4	$1.88M	Buy	+67,832	New	+$1.86M	0.07%	231

Other funds holding UJUL

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ameritas Advisory Services's UJUL Position: Q1 2024 in Review

Ameritas Advisory Services sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2024, closing a stake of 21,834 shares — an estimated $662K sold.

Ameritas Advisory Services first reported a position in UJUL in Q4 2021 and held it in 3 quarters. The position peaked at $1.88M in Q4 2021. 54 funds tracked by Wall St. Rank hold UJUL as of Q1 2024.

Ameritas Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Ameritas Advisory Services sold 21,834 Innovator US Equity Ultra Buffer ETF July shares in Q1 2024, an estimated $662K.
Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2021 and held it in 3 quarters.
Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF July position peaked at $1.88M in Q4 2021.
54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2024.

Based on Ameritas Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.