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Cedar Brook Financial Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Cedar Brook Financial Partners’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,107
Closed -$526K – 412
2023
Q1 		$526K Hold
16,107
– – 0.14% 173
2022
Q4 		$498K Hold
16,107
– – 0.14% 173
2022
Q3 		$470K Buy
+16,107
New +$504K 0.15% 172

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Cedar Brook Financial Partners's BJUL Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2023, closing a stake of 16,107 shares — an estimated $526K sold.

Cedar Brook Financial Partners first reported a position in BJUL in Q3 2022 and held it in 3 quarters. The position peaked at $526K in Q1 2023. 74 funds tracked by Wall St. Rank hold BJUL as of Q2 2023.

  • Cedar Brook Financial Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 16,107 Innovator US Equity Buffer ETF July shares in Q2 2023, an estimated $526K.
  • Cedar Brook Financial Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and held it in 3 quarters.
  • Cedar Brook Financial Partners's Innovator US Equity Buffer ETF July position peaked at $526K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.