CFA
IJUL icon

Carroll Financial Associates’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Carroll Financial Associates’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
2020
Q2 		– Sell
-179,260
Closed -$3.75M – 1595
2020
Q1 		$3.75M Buy
+179,260
New +$4.05M 0.37% 45

Other funds holding IJUL

SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
ISG
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Carroll Financial Associates's IJUL Position: Q2 2020 in Review

Carroll Financial Associates sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2020, closing a stake of 179,260 shares — an estimated $3.75M sold.

Carroll Financial Associates first reported a position in IJUL in Q1 2020 and held it in 1 quarter. The position peaked at $3.75M in Q1 2020. 19 funds tracked by Wall St. Rank hold IJUL as of Q2 2020.

  • Carroll Financial Associates reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 179,260 Innovator International Developed Power Buffer ETF July shares in Q2 2020, an estimated $3.75M.
  • Carroll Financial Associates first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Innovator International Developed Power Buffer ETF July position peaked at $3.75M in Q1 2020.
  • 19 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.