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Belpointe Asset Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-558
Closed -$15.1K – 3220
2023
Q1 		$15.1K Buy
+558
New +$14.8K ﹤0.01% 2467

Other funds holding UJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Belpointe Asset Management's UJUL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2023, closing a stake of 558 shares — an estimated $15.1K sold.

Belpointe Asset Management first reported a position in UJUL in Q1 2023 and held it in 1 quarter. The position peaked at $15.1K in Q1 2023. 35 funds tracked by Wall St. Rank hold UJUL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 558 Innovator US Equity Ultra Buffer ETF July shares in Q2 2023, an estimated $15.1K.
  • Belpointe Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Innovator US Equity Ultra Buffer ETF July position peaked at $15.1K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.