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Avalon Capital Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Avalon Capital Management’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
2022
Q1 		– Sell
-8,500
Closed -$235K – 81
2021
Q4 		$235K Buy
+8,500
New +$233K 0.1% 54

Other funds holding UJUL

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Avalon Capital Management's UJUL Position: Q1 2022 in Review

Avalon Capital Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2022, closing a stake of 8,500 shares — an estimated $235K sold.

Avalon Capital Management first reported a position in UJUL in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 25 funds tracked by Wall St. Rank hold UJUL as of Q1 2022.

  • Avalon Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Avalon Capital Management sold 8,500 Innovator US Equity Ultra Buffer ETF July shares in Q1 2022, an estimated $235K.
  • Avalon Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Avalon Capital Management's Innovator US Equity Ultra Buffer ETF July position peaked at $235K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2022.

Based on Avalon Capital Management's 13F filing for Q1 2022, filed 10 May 2022.