Bedel Financial Consulting’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,361	Closed	-$45K	–	273
2022 Q1	$45K	Hold	1,361	–	–	0.01%	404
2021 Q4	$45K	Sell	1,361 -1,620	-54%	-$53K	0.01%	414
2021 Q3	$94K	Buy	2,981 +1,683	+130%	+$53.7K	0.03%	283
2021 Q2	$41K	Hold	1,298	–	–	0.01%	407
2021 Q1	$40K	Hold	1,298	–	–	0.02%	391
2020 Q4	$39K	Sell	1,298 -1,169	-47%	-$34.2K	0.02%	345
2020 Q3	$70K	Buy	2,467 +553	+29%	+$15.5K	0.04%	255
2020 Q2	$52K	Buy	1,914 +390	+26%	+$10.2K	0.03%	273
2020 Q1	$36K	Buy	+1,524	New	+$40.4K	0.02%	304

Other funds holding BJUL

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 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

Bedel Financial Consulting's BJUL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2022, closing a stake of 1,361 shares — an estimated $45K sold.

Bedel Financial Consulting first reported a position in BJUL in Q1 2020 and held it in 9 quarters. The position peaked at $94K in Q3 2021. 63 funds tracked by Wall St. Rank hold BJUL as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,361 Innovator US Equity Buffer ETF July shares in Q2 2022, an estimated $45K.
Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's Innovator US Equity Buffer ETF July position peaked at $94K in Q3 2021.
63 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.