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Beck Capital Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Beck Capital Management’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
2022
Q1 		– Sell
-7,585
Closed -$253K – 151
2021
Q4 		$253K Hold
7,585
– – 0.08% 132
2021
Q3 		$239K Buy
+7,585
New +$242K 0.08% 132

Other funds holding BJUL

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Beck Capital Management's BJUL Position: Q1 2022 in Review

Beck Capital Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2022, closing a stake of 7,585 shares — an estimated $253K sold.

Beck Capital Management first reported a position in BJUL in Q3 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 54 funds tracked by Wall St. Rank hold BJUL as of Q1 2022.

  • Beck Capital Management reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Beck Capital Management sold 7,585 Innovator US Equity Buffer ETF July shares in Q1 2022, an estimated $253K.
  • Beck Capital Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and held it in 2 quarters.
  • Beck Capital Management's Innovator US Equity Buffer ETF July position peaked at $253K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2022.

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