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

Gradient 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
2024 Q3	–	Sell	-9,063	Closed	-$255K	–	797
2024 Q2	$255K	Sell	9,063 -164,283	-95%	-$4.62M	0.01%	287
2024 Q1	$4.89M	Sell	173,346 -636,444	-79%	-$17.4M	0.11%	141
2023 Q4	$22M	Buy	809,790 +228,041	+39%	+$5.9M	0.53%	52
2023 Q3	$14.8M	Buy	+581,749	New	+$15.1M	0.39%	91
2023 Q2	–	Sell	-953	Closed	-$24.2K	–	1829
2023 Q1	$24.2K	Sell	953 -324,411	-100%	-$8.07M	﹤0.01%	643
2022 Q4	$7.76M	Sell	325,364 -218,297	-40%	-$5M	0.24%	123
2022 Q3	$11.6M	Buy	+543,661	New	+$12.4M	0.35%	89

Other funds holding IJUL

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's IJUL Position: Q3 2024 in Review

Gradient Investments sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2024, closing a stake of 9,063 shares — an estimated $255K sold.

Gradient Investments first reported a position in IJUL in Q3 2022 and held it in 7 quarters. The position peaked at $22M in Q4 2023. 85 funds tracked by Wall St. Rank hold IJUL as of Q3 2024.

Gradient Investments reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 9,063 Innovator International Developed Power Buffer ETF July shares in Q3 2024, an estimated $255K.
Gradient Investments first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and held it in 7 quarters.
Gradient Investments's Innovator International Developed Power Buffer ETF July position peaked at $22M in Q4 2023.
85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.