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Dixon Hughes Goodman Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1.39M Sell
58,134
-838
-1% -$20.1K 0.4% 38
2021
Q4 		$1.45M Buy
+58,972
New +$1.44M 0.47% 27

Other funds holding IJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IJUL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 1.4% in Q1 2022, selling an estimated $20.1K and leaving 58,134 shares worth $1.39M. The position accounts for 0.4% of the portfolio, ranked #38.

Dixon Hughes Goodman Wealth Advisors first reported a position in IJUL in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2021. 38 funds tracked by Wall St. Rank hold IJUL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 58,134 shares of Innovator International Developed Power Buffer ETF July worth $1.39M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 838 Innovator International Developed Power Buffer ETF July shares in Q1 2022, an estimated $20.1K.
  • Innovator International Developed Power Buffer ETF July made up 0.4% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #38 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $1.45M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.