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

Institutional & Family Asset Management’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
Q4 		– Sell
-1,725
Closed -$46K – 936
2021
Q3 		$46K Buy
1,725
+1,165
+208% +$31.6K 0.01% 340
2021
Q2 		$15K Buy
+560
New +$15.1K ﹤0.01% 530

Other funds holding UJUL

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2021, closing a stake of 1,725 shares — an estimated $46K sold.

Institutional & Family Asset Management first reported a position in UJUL in Q2 2021 and held it in 2 quarters. The position peaked at $46K in Q3 2021. 26 funds tracked by Wall St. Rank hold UJUL as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,725 Innovator US Equity Ultra Buffer ETF July shares in Q4 2021, an estimated $46K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF July position peaked at $46K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2021.

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