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Ausdal Financial Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Ausdal Financial Partners’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
2024
Q3 		– Sell
-5,855
Closed -$245K – 520
2024
Q2 		$245K Hold
5,855
– – 0.03% 434
2024
Q1 		$236K Hold
5,855
– – 0.03% 413
2023
Q4 		$220K Hold
5,855
– – 0.03% 410
2023
Q3 		$202K Buy
+5,855
New +$207K 0.03% 402

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PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
IIA
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Osaic Holdings
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HighTower Advisors
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MW
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Cerity Partners
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RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Ausdal Financial Partners's BJUL Position: Q3 2024 in Review

Ausdal Financial Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2024, closing a stake of 5,855 shares — an estimated $245K sold.

Ausdal Financial Partners first reported a position in BJUL in Q3 2023 and held it in 4 quarters. The position peaked at $245K in Q2 2024. 113 funds tracked by Wall St. Rank hold BJUL as of Q3 2024.

  • Ausdal Financial Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 5,855 Innovator US Equity Buffer ETF July shares in Q3 2024, an estimated $245K.
  • Ausdal Financial Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 4 quarters.
  • Ausdal Financial Partners's Innovator US Equity Buffer ETF July position peaked at $245K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2024.

Based on Ausdal Financial Partners's 13F filing for Q3 2024, filed 4 Oct 2024.