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Avior Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Avior Wealth Management’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,220
Closed -$31.1K – 1604
2023
Q3 		$31.1K Buy
1,220
+400
+49% +$10.4K ﹤0.01% 863
2023
Q2 		$21.5K Hold
820
– – ﹤0.01% 924
2023
Q1 		$20.8K Buy
+820
New +$20.4K ﹤0.01% 937

Other funds holding IJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Avior Wealth Management's IJUL Position: Q4 2023 in Review

Avior Wealth Management sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2023, closing a stake of 1,220 shares — an estimated $31.1K sold.

Avior Wealth Management first reported a position in IJUL in Q1 2023 and held it in 3 quarters. The position peaked at $31.1K in Q3 2023. 84 funds tracked by Wall St. Rank hold IJUL as of Q4 2023.

  • Avior Wealth Management reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,220 Innovator International Developed Power Buffer ETF July shares in Q4 2023, an estimated $31.1K.
  • Avior Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $31.1K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.