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

Krilogy 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
2022
Q4 		– Sell
-19,685
Closed -$574K – 387
2022
Q3 		$574K Buy
+19,685
New +$616K 0.07% 184

Other funds holding BJUL

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Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Krilogy Financial's BJUL Position: Q4 2022 in Review

Krilogy Financial sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2022, closing a stake of 19,685 shares — an estimated $574K sold.

Krilogy Financial first reported a position in BJUL in Q3 2022 and held it in 1 quarter. The position peaked at $574K in Q3 2022. 78 funds tracked by Wall St. Rank hold BJUL as of Q4 2022.

  • Krilogy Financial reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • Krilogy Financial sold 19,685 Innovator US Equity Buffer ETF July shares in Q4 2022, an estimated $574K.
  • Krilogy Financial first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and held it in 1 quarter.
  • Krilogy Financial's Innovator US Equity Buffer ETF July position peaked at $574K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2022.

Based on Krilogy Financial's 13F filing for Q4 2022, filed 13 Feb 2023.