Fidelity Investments
BJUL icon

Fidelity Investments’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Fidelity Investments’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
2023
Q4 		– Sell
-3
Closed -$103 – 5443
2023
Q3 		$103 Buy
+3
New +$106 ﹤0.01% 4851

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's BJUL Position: Q4 2023 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2023, closing a stake of 3 shares — an estimated $103 sold.

Fidelity Investments first reported a position in BJUL in Q3 2023 and held it in 1 quarter. The position peaked at $103 in Q3 2023. 103 funds tracked by Wall St. Rank hold BJUL as of Q4 2023.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 3 Innovator US Equity Buffer ETF July shares in Q4 2023, an estimated $103.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's Innovator US Equity Buffer ETF July position peaked at $103 in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.