Jaffetilchin Investment Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Jaffetilchin Investment Partners’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
2020 Q3	–	Sell	-12,521	Closed	-$338K	–	227
2020 Q2	$338K	Sell	12,521 -4,294	-26%	-$112K	0.07%	161
2020 Q1	$400K	Sell	16,815 -2,151	-11%	-$57.1K	0.14%	96
2019 Q4	$524K	Hold	18,966	–	–	0.11%	117
2019 Q3	$496K	Hold	18,966	–	–	0.12%	110
2019 Q2	$489K	Hold	18,966	–	–	0.11%	125
2019 Q1	$482K	Hold	18,966	–	–	0.11%	166
2018 Q4	$445K	Hold	18,966	–	–	0.11%	144
2018 Q3	$490K	Buy	+18,966	New	+$488K	0.1%	157

Other funds holding BJUL

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's BJUL Position: Q3 2020 in Review

Jaffetilchin Investment Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2020, closing a stake of 12,521 shares — an estimated $338K sold.

Jaffetilchin Investment Partners first reported a position in BJUL in Q3 2018 and held it in 8 quarters. The position peaked at $524K in Q4 2019. 29 funds tracked by Wall St. Rank hold BJUL as of Q3 2020.

Jaffetilchin Investment Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2020 after selling out during the quarter.
Jaffetilchin Investment Partners sold 12,521 Innovator US Equity Buffer ETF July shares in Q3 2020, an estimated $338K.
Jaffetilchin Investment Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2018 and held it in 8 quarters.
Jaffetilchin Investment Partners's Innovator US Equity Buffer ETF July position peaked at $524K in Q4 2019.
29 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2020, filed 9 Nov 2020.