AWM
UJUL icon

Axxcess Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Axxcess Wealth 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
2023
Q1 		– Sell
-9,275
Closed -$239K – 688
2022
Q4 		$239K Hold
9,275
– – 0.02% 506
2022
Q3 		$230K Hold
9,275
– – 0.02% 466
2022
Q2 		$235K Hold
9,275
– – 0.02% 456
2022
Q1 		$255K Hold
9,275
– – 0.02% 519
2021
Q4 		$257K Buy
+9,275
New +$254K 0.02% 528

Other funds holding UJUL

PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Axxcess Wealth Management's UJUL Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2023, closing a stake of 9,275 shares — an estimated $239K sold.

Axxcess Wealth Management first reported a position in UJUL in Q4 2021 and held it in 5 quarters. The position peaked at $257K in Q4 2021. 32 funds tracked by Wall St. Rank hold UJUL as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,275 Innovator US Equity Ultra Buffer ETF July shares in Q1 2023, an estimated $239K.
  • Axxcess Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2021 and held it in 5 quarters.
  • Axxcess Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $257K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.