Cetera Advisor Networks’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.51M	Sell	53,378 -2,314	-4%	-$63.2K	0.01%	1173
2023 Q4	$1.51M	Buy	55,692 +9,691	+21%	+$251K	0.01%	1116
2023 Q3	$1.17M	Buy	46,001 +32,837	+249%	+$855K	0.01%	1177
2023 Q2	$346K	Sell	13,164 -2,019	-13%	-$52.3K	﹤0.01%	1986
2023 Q1	$385K	Sell	15,183 -2,320	-13%	-$57.7K	﹤0.01%	1871
2022 Q4	$417K	Buy	17,503 +989	+6%	+$22.6K	﹤0.01%	1776
2022 Q3	$351K	Buy	+16,514	New	+$376K	﹤0.01%	1504
2022 Q2	–	Sell	-8,540	Closed	-$204K	–	2137
2022 Q1	$204K	Sell	8,540 -544	-6%	-$13K	﹤0.01%	1881
2021 Q4	$223K	Sell	9,084 -100	-1%	-$2.44K	﹤0.01%	1804
2021 Q3	$223K	Buy	+9,184	New	+$225K	﹤0.01%	1731
2020 Q3	–	Sell	-4,094	Closed	-$92K	–	2071
2020 Q2	$92K	Sell	4,094 -92,006	-96%	-$2.03M	﹤0.01%	1563
2020 Q1	$2.01M	Buy	+96,100	New	+$2.17M	0.07%	251

Other funds holding IJUL

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

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

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

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cetera Advisor Networks's IJUL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 4.2% in Q1 2024, selling an estimated $63.2K and leaving 53,378 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1173.

Cetera Advisor Networks first reported a position in IJUL in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.01M in Q1 2020. 79 funds tracked by Wall St. Rank hold IJUL as of Q1 2024.

Cetera Advisor Networks held 53,378 shares of Innovator International Developed Power Buffer ETF July worth $1.51M as of Q1 2024.
Cetera Advisor Networks sold 2,314 Innovator International Developed Power Buffer ETF July shares in Q1 2024, an estimated $63.2K.
Innovator International Developed Power Buffer ETF July made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1173 holding.
Cetera Advisor Networks first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2020 and has held it in 12 quarters since.
Cetera Advisor Networks's Innovator International Developed Power Buffer ETF July position peaked at $2.01M in Q1 2020.
79 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.