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

Koshinski 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
2022
Q2 		– Sell
-2,145
Closed -$59K – 1886
2022
Q1 		$59K Sell
2,145
-300
-12% -$8.17K ﹤0.01% 1032
2021
Q4 		$67.7K Sell
2,445
-200
-8% -$5.48K 0.01% 1006
2021
Q3 		$71.2K Buy
+2,645
New +$71.7K 0.01% 976

Other funds holding UJUL

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Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Koshinski Asset Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2022, closing a stake of 2,145 shares — an estimated $59K sold.

Koshinski Asset Management first reported a position in UJUL in Q3 2021 and held it in 3 quarters. The position peaked at $71.2K in Q3 2021. 23 funds tracked by Wall St. Rank hold UJUL as of Q2 2022.

  • Koshinski Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,145 Innovator US Equity Ultra Buffer ETF July shares in Q2 2022, an estimated $59K.
  • Koshinski Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Innovator US Equity Ultra Buffer ETF July position peaked at $71.2K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2022.

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