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D.J. St. Germain’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

D.J. St. Germain’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
2024
Q1 		– Sell
-12
Closed -$452 – 791
2023
Q4 		$452 Buy
+12
New +$427 ﹤0.01% 745

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

D.J. St. Germain's BJUL Position: Q1 2024 in Review

D.J. St. Germain sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2024, closing a stake of 12 shares — an estimated $452 sold.

D.J. St. Germain first reported a position in BJUL in Q4 2023 and held it in 1 quarter. The position peaked at $452 in Q4 2023. 110 funds tracked by Wall St. Rank hold BJUL as of Q1 2024.

  • D.J. St. Germain reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • D.J. St. Germain sold 12 Innovator US Equity Buffer ETF July shares in Q1 2024, an estimated $452.
  • D.J. St. Germain first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • D.J. St. Germain's Innovator US Equity Buffer ETF July position peaked at $452 in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2024.

Based on D.J. St. Germain's 13F filing for Q1 2024, filed 2 Apr 2024.