Koshinski Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Koshinski 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
2022 Q2	–	Sell	-4,145	Closed	-$137K	–	720
2022 Q1	$137K	Hold	4,145	–	–	0.01%	719
2021 Q4	$138K	Buy	4,145 +1,250	+43%	+$40.9K	0.01%	741
2021 Q3	$91.4K	Buy	+2,895	New	+$92.3K	0.01%	878
2020 Q1	–	Sell	-10,705	Closed	-$295K	–	458
2019 Q4	$295K	Buy	+10,705	New	+$287K	0.05%	407
2019 Q3	–	Sell	-9,165	Closed	-$236K	–	162
2019 Q2	$236K	Sell	9,165 -330	-3%	-$8.48K	0.1%	237
2019 Q1	$241	Hold	9,495	–	–	0.06%	329
2018 Q4	$223K	Buy	9,495 +1,450	+18%	+$35.6K	0.05%	355
2018 Q3	$208K	Buy	+8,045	New	+$207K	0.03%	496

Other funds holding BJUL

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Koshinski Asset Management's BJUL Position: Q2 2022 in Review

Koshinski Asset Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2022, closing a stake of 4,145 shares — an estimated $137K sold.

Koshinski Asset Management first reported a position in BJUL in Q3 2018 and held it in 8 quarters. The position peaked at $295K in Q4 2019. 63 funds tracked by Wall St. Rank hold BJUL as of Q2 2022.

Koshinski Asset Management reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 4,145 Innovator US Equity Buffer ETF July shares in Q2 2022, an estimated $137K.
Koshinski Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2018 and held it in 8 quarters.
Koshinski Asset Management's Innovator US Equity Buffer ETF July position peaked at $295K in Q4 2019.
63 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.