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Donald L. Hagan LLC’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Donald L. Hagan LLC’s Portfolio UJUL Stock Details UJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35,016
Closed -$915K – 104
2019
Q3 		$915K Buy
35,016
+10,051
+40% +$261K 0.75% 39
2019
Q2 		$644K Buy
+24,965
New +$633K 0.56% 55

Other funds holding UJUL

WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Donald L. Hagan LLC's UJUL Position: Q4 2019 in Review

Donald L. Hagan LLC sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2019, closing a stake of 35,016 shares — an estimated $915K sold.

Donald L. Hagan LLC first reported a position in UJUL in Q2 2019 and held it in 2 quarters. The position peaked at $915K in Q3 2019. 22 funds tracked by Wall St. Rank hold UJUL as of Q4 2019.

  • Donald L. Hagan LLC reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2019 after selling out during the quarter.
  • Donald L. Hagan LLC sold 35,016 Innovator US Equity Ultra Buffer ETF July shares in Q4 2019, an estimated $915K.
  • Donald L. Hagan LLC first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2019 and held it in 2 quarters.
  • Donald L. Hagan LLC's Innovator US Equity Ultra Buffer ETF July position peaked at $915K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2019.

Based on Donald L. Hagan LLC's 13F filing for Q4 2019, filed 24 Jan 2020.