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FormulaFolio Investments’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

FormulaFolio Investments’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
2020
Q2 		– Sell
-59,873
Closed -$1.25M – 306
2020
Q1 		$1.25M Sell
59,873
-948
-2% -$21.4K 0.07% 105
2019
Q4 		$1.45M Buy
60,821
+42,121
+225% +$987K 0.05% 140
2019
Q3 		$432K Buy
+18,700
New +$429K 0.02% 239

Other funds holding IJUL

SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
ISG
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

FormulaFolio Investments's IJUL Position: Q2 2020 in Review

FormulaFolio Investments sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2020, closing a stake of 59,873 shares — an estimated $1.25M sold.

FormulaFolio Investments first reported a position in IJUL in Q3 2019 and held it in 3 quarters. The position peaked at $1.45M in Q4 2019. 19 funds tracked by Wall St. Rank hold IJUL as of Q2 2020.

  • FormulaFolio Investments reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 59,873 Innovator International Developed Power Buffer ETF July shares in Q2 2020, an estimated $1.25M.
  • FormulaFolio Investments first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2019 and held it in 3 quarters.
  • FormulaFolio Investments's Innovator International Developed Power Buffer ETF July position peaked at $1.45M in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2020.

Based on FormulaFolio Investments's 13F filing for Q2 2020, filed 18 Aug 2020.