Bank of Montreal
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Bank of Montreal’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-9,800
Closed -$281K – 4034
2024
Q2 		$281K Hold
9,800
– – ﹤0.01% 2782
2024
Q1 		$277K Buy
9,800
+600
+7% +$16.4K ﹤0.01% 2838
2023
Q4 		$251K Hold
9,200
– – ﹤0.01% 2978
2023
Q3 		$240K Buy
+9,200
New +$239K ﹤0.01% 2955

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal's IJUL Position: Q3 2024 in Review

Bank of Montreal sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2024, closing a stake of 9,800 shares — an estimated $281K sold.

Bank of Montreal first reported a position in IJUL in Q3 2023 and held it in 4 quarters. The position peaked at $281K in Q2 2024. 85 funds tracked by Wall St. Rank hold IJUL as of Q3 2024.

  • Bank of Montreal reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 9,800 Innovator International Developed Power Buffer ETF July shares in Q3 2024, an estimated $281K.
  • Bank of Montreal first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2023 and held it in 4 quarters.
  • Bank of Montreal's Innovator International Developed Power Buffer ETF July position peaked at $281K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.