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

Avantax 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
2020
Q4 		– Sell
-31,183
Closed -$883K – 976
2020
Q3 		$883K Buy
+31,183
New +$875K 0.01% 571

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JSL
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CWG
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Avantax Advisory Services's BJUL Position: Q4 2020 in Review

Avantax Advisory Services sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2020, closing a stake of 31,183 shares — an estimated $883K sold.

Avantax Advisory Services first reported a position in BJUL in Q3 2020 and held it in 1 quarter. The position peaked at $883K in Q3 2020. 31 funds tracked by Wall St. Rank hold BJUL as of Q4 2020.

  • Avantax Advisory Services reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 31,183 Innovator US Equity Buffer ETF July shares in Q4 2020, an estimated $883K.
  • Avantax Advisory Services first reported a position in Innovator US Equity Buffer ETF July in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Innovator US Equity Buffer ETF July position peaked at $883K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.