Berkshire Money Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Berkshire Money 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
2020 Q3	–	Sell	-86,425	Closed	-$2.19M	–	44
2020 Q2	$2.19M	Sell	86,425 -5,184	-6%	-$127K	0.48%	21
2020 Q1	$2.11M	Buy	+91,609	New	+$2.26M	0.52%	19

Other funds holding UJUL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Berkshire Money Management's UJUL Position: Q3 2020 in Review

Berkshire Money Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2020, closing a stake of 86,425 shares — an estimated $2.19M sold.

Berkshire Money Management first reported a position in UJUL in Q1 2020 and held it in 2 quarters. The position peaked at $2.19M in Q2 2020. 22 funds tracked by Wall St. Rank hold UJUL as of Q3 2020.

Berkshire Money Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q3 2020 after selling out during the quarter.
Berkshire Money Management sold 86,425 Innovator US Equity Ultra Buffer ETF July shares in Q3 2020, an estimated $2.19M.
Berkshire Money Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2020 and held it in 2 quarters.
Berkshire Money Management's Innovator US Equity Ultra Buffer ETF July position peaked at $2.19M in Q2 2020.
22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2020.

Based on Berkshire Money Management's 13F filing for Q3 2020, filed 26 Oct 2020.