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Blue Trust Inc’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Blue Trust Inc’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,635
Closed -$41K – 2153
2023
Q2 		$41K Buy
+1,635
New +$42.3K ﹤0.01% 765

Other funds holding IJUL

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Blue Trust Inc's IJUL Position: Q3 2023 in Review

Blue Trust Inc sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2023, closing a stake of 1,635 shares — an estimated $41K sold.

Blue Trust Inc first reported a position in IJUL in Q2 2023 and held it in 1 quarter. The position peaked at $41K in Q2 2023. 75 funds tracked by Wall St. Rank hold IJUL as of Q3 2023.

  • Blue Trust Inc reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 1,635 Innovator International Developed Power Buffer ETF July shares in Q3 2023, an estimated $41K.
  • Blue Trust Inc first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's Innovator International Developed Power Buffer ETF July position peaked at $41K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.