Blue Bell Private Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Blue Bell Private Wealth 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
2021 Q2	–	Sell	-75	Closed	-$2K	–	193
2021 Q1	$2K	Buy	+75	New	+$1.99K	﹤0.01%	168
2019 Q3	–	Sell	-400	Closed	-$10K	–	205
2019 Q2	$10K	Buy	+400	New	+$10.1K	﹤0.01%	149

Other funds holding UJUL

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

HFA

Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return

LJAC

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

LNC

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

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

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Blue Bell Private Wealth Management's UJUL Position: Q2 2021 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2021, closing a stake of 75 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in UJUL in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 18 funds tracked by Wall St. Rank hold UJUL as of Q2 2021.

Blue Bell Private Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2021 after selling out during the quarter.
Blue Bell Private Wealth Management sold 75 Innovator US Equity Ultra Buffer ETF July shares in Q2 2021, an estimated $2K.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2019 and held it in 2 quarters.
Blue Bell Private Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $10K in Q2 2019.
18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2021.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.