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Benjamin F. Edwards & Company’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q1 		– Sell
-85
Closed -$2K – 1888
2019
Q4 		$2K Hold
85
– – ﹤0.01% 1793
2019
Q3 		$2K Hold
85
– – ﹤0.01% 1766
2019
Q2 		$2K Hold
85
– – ﹤0.01% 1811
2019
Q1 		$2K Buy
+85
New +$2.09K ﹤0.01% 1618

Other funds holding UJUL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Benjamin F. Edwards & Company's UJUL Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2020, closing a stake of 85 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in UJUL in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 23 funds tracked by Wall St. Rank hold UJUL as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 85 Innovator US Equity Ultra Buffer ETF July shares in Q1 2020, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2019 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Innovator US Equity Ultra Buffer ETF July position peaked at $2K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.