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

IFP 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
2023
Q1 		– Sell
-980
Closed -$25K – 4381
2022
Q4 		$25K Hold
980
– – ﹤0.01% 2728
2022
Q3 		$25K Buy
+980
New +$25.3K ﹤0.01% 2905
2022
Q1 		– Sell
-6,138
Closed -$170K – 4595
2021
Q4 		$170K Hold
6,138
– – ﹤0.01% 1028
2021
Q3 		$166K Buy
+6,138
New +$166K ﹤0.01% 1061

Other funds holding UJUL

PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's UJUL Position: Q1 2023 in Review

IFP Advisors sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2023, closing a stake of 980 shares — an estimated $25K sold.

IFP Advisors first reported a position in UJUL in Q3 2021 and held it in 4 quarters. The position peaked at $170K in Q4 2021. 32 funds tracked by Wall St. Rank hold UJUL as of Q1 2023.

  • IFP Advisors reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 980 Innovator US Equity Ultra Buffer ETF July shares in Q1 2023, an estimated $25K.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2021 and held it in 4 quarters.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $170K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.