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

Gradient 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
2024
Q4 		– Sell
-11,976
Closed -$523K – 303
2024
Q3 		$523K Sell
11,976
-12,252
-51% -$519K 0.01% 226
2024
Q2 		$1.01M Sell
24,228
-5,864
-19% -$238K 0.02% 185
2024
Q1 		$1.21M Sell
30,092
-1,826,674
-98% -$71M 0.03% 181
2023
Q4 		$69.9M Buy
1,856,766
+147,470
+9% +$5.25M 1.69% 9
2023
Q3 		$58.9M Buy
1,709,296
+1,709,268
+6,104,529% +$60.5M 1.56% 11
2023
Q2 		$988 Hold
28
– – ﹤0.01% 1365
2023
Q1 		$915 Sell
28
-161
-85% -$5.14K ﹤0.01% 1216
2022
Q4 		$5.84K Sell
189
-1,695
-90% -$52.2K ﹤0.01% 900
2022
Q3 		$55K Buy
1,884
+1,617
+606% +$50.6K ﹤0.01% 462
2022
Q2 		$8K Sell
267
-25
-9% -$777 ﹤0.01% 813
2022
Q1 		$10K Sell
292
-574
-66% -$18.6K ﹤0.01% 763
2021
Q4 		$29K Sell
866
-2,220,054
-100% -$72.6M ﹤0.01% 584
2021
Q3 		$70.1M Buy
+2,220,920
New +$70.8M 1.96% 8

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gradient Investments's BJUL Position: Q4 2024 in Review

Gradient Investments sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2024, closing a stake of 11,976 shares — an estimated $523K sold.

Gradient Investments first reported a position in BJUL in Q3 2021 and held it in 13 quarters. The position peaked at $70.1M in Q3 2021. 111 funds tracked by Wall St. Rank hold BJUL as of Q4 2024.

  • Gradient Investments reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 11,976 Innovator US Equity Buffer ETF July shares in Q4 2024, an estimated $523K.
  • Gradient Investments first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and held it in 13 quarters.
  • Gradient Investments's Innovator US Equity Buffer ETF July position peaked at $70.1M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.