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Caprock Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Caprock Group’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
2022
Q3 		– Sell
-20,738
Closed -$471K – 589
2022
Q2 		$471K Buy
20,738
+1
+0% +$23 0.05% 278
2022
Q1 		$495K Sell
20,737
-1
-0% -$24 0.05% 293
2021
Q4 		$508K Buy
+20,738
New +$507K 0.04% 287

Other funds holding IJUL

RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Caprock Group's IJUL Position: Q3 2022 in Review

Caprock Group sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2022, closing a stake of 20,738 shares — an estimated $471K sold.

Caprock Group first reported a position in IJUL in Q4 2021 and held it in 3 quarters. The position peaked at $508K in Q4 2021. 55 funds tracked by Wall St. Rank hold IJUL as of Q3 2022.

  • Caprock Group reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2022 after selling out during the quarter.
  • Caprock Group sold 20,738 Innovator International Developed Power Buffer ETF July shares in Q3 2022, an estimated $471K.
  • Caprock Group first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2021 and held it in 3 quarters.
  • Caprock Group's Innovator International Developed Power Buffer ETF July position peaked at $508K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2022.

Based on Caprock Group's 13F filing for Q3 2022, filed 7 Nov 2022.