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Institutional & Family Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-385
Closed -$12K – 811
2021
Q3 		$12K Buy
+385
New +$12.3K ﹤0.01% 520

Other funds holding BJUL

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Institutional & Family Asset Management's BJUL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2021, closing a stake of 385 shares — an estimated $12K sold.

Institutional & Family Asset Management first reported a position in BJUL in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 61 funds tracked by Wall St. Rank hold BJUL as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 385 Innovator US Equity Buffer ETF July shares in Q4 2021, an estimated $12K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Innovator US Equity Buffer ETF July position peaked at $12K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.