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Hoover Financial Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$1.92M Buy
+71,147
New +$1.91M 0.34% 39

Other funds holding UJUL

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Hoover Financial Advisors's UJUL Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2021: 71,147 shares worth $1.92M. The stake represents 0.34% of the portfolio and ranks #39 among its holdings.

18 funds tracked by Wall St. Rank hold UJUL as of Q2 2021.

  • Hoover Financial Advisors held 71,147 shares of Innovator US Equity Ultra Buffer ETF July worth $1.92M as of Q2 2021.
  • Innovator US Equity Ultra Buffer ETF July was a new Hoover Financial Advisors position in Q2 2021.
  • Innovator US Equity Ultra Buffer ETF July made up 0.34% of Hoover Financial Advisors's portfolio in Q2 2021, its #39 holding.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.