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Integrity Financial’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Integrity Financial’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
2023
Q1 		– Sell
-79
Closed -$2.44K – 216
2022
Q4 		$2.44K Hold
79
– – ﹤0.01% 191
2022
Q3 		$2K Hold
79
– – ﹤0.01% 182
2022
Q2 		$2K Sell
79
-95
-55% -$2.95K ﹤0.01% 194
2022
Q1 		$6K Hold
174
– – ﹤0.01% 174
2021
Q4 		$6K Buy
+174
New +$5.69K ﹤0.01% 174

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrity Financial's BJUL Position: Q1 2023 in Review

Integrity Financial sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2023, closing a stake of 79 shares — an estimated $2.44K sold.

Integrity Financial first reported a position in BJUL in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 75 funds tracked by Wall St. Rank hold BJUL as of Q1 2023.

  • Integrity Financial reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Integrity Financial sold 79 Innovator US Equity Buffer ETF July shares in Q1 2023, an estimated $2.44K.
  • Integrity Financial first reported a position in Innovator US Equity Buffer ETF July in Q4 2021 and held it in 5 quarters.
  • Integrity Financial's Innovator US Equity Buffer ETF July position peaked at $6K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2023.

Based on Integrity Financial's 13F filing for Q1 2023, filed 9 May 2023.