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

Cetera Advisors’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
Q1 		– Sell
-45,066
Closed -$1.07M – 1685
2022
Q4 		$1.07M Buy
45,066
+10,229
+29% +$234K 0.02% 648
2022
Q3 		$741K Buy
34,837
+8,842
+34% +$201K 0.02% 625
2022
Q2 		$591K Buy
25,995
+15,249
+142% +$358K 0.01% 774
2022
Q1 		$257K Buy
+10,746
New +$258K 0.01% 1179

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Cetera Advisors's IJUL Position: Q1 2023 in Review

Cetera Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2023, closing a stake of 45,066 shares — an estimated $1.07M sold.

Cetera Advisors first reported a position in IJUL in Q1 2022 and held it in 4 quarters. The position peaked at $1.07M in Q4 2022. 64 funds tracked by Wall St. Rank hold IJUL as of Q1 2023.

  • Cetera Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisors sold 45,066 Innovator International Developed Power Buffer ETF July shares in Q1 2023, an estimated $1.07M.
  • Cetera Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2022 and held it in 4 quarters.
  • Cetera Advisors's Innovator International Developed Power Buffer ETF July position peaked at $1.07M in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.