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

Gradient Investments’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
2024
Q3 		– Sell
-22
Closed -$716 – 1225
2024
Q2 		$716 Buy
+22
New +$706 ﹤0.01% 1134

Other funds holding UJUL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gradient Investments's UJUL Position: Q3 2024 in Review

Gradient Investments sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2024, closing a stake of 22 shares — an estimated $716 sold.

Gradient Investments first reported a position in UJUL in Q2 2024 and held it in 1 quarter. The position peaked at $716 in Q2 2024. 64 funds tracked by Wall St. Rank hold UJUL as of Q3 2024.

  • Gradient Investments reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 22 Innovator US Equity Ultra Buffer ETF July shares in Q3 2024, an estimated $716.
  • Gradient Investments first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Innovator US Equity Ultra Buffer ETF July position peaked at $716 in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2024.

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