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Ladenburg Thalmann Financial Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$630K Hold
22,688
– – ﹤0.01% 1622
2019
Q3 		$593K Buy
22,688
+22,288
+5,572% +$579K ﹤0.01% 1618
2019
Q2 		$10K Sell
400
-1,530
-79% -$39.3K ﹤0.01% 4422
2019
Q1 		$49K Sell
1,930
-200
-9% -$4.96K ﹤0.01% 3405
2018
Q4 		$50K Buy
+2,130
New +$52.3K ﹤0.01% 3239

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BJUL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q4 2019 at 22,688 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Ladenburg Thalmann Financial Services first reported a position in BJUL in Q4 2018 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold BJUL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 22,688 shares of Innovator US Equity Buffer ETF July worth $630K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Innovator US Equity Buffer ETF July share count unchanged in Q4 2019.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1622 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Buffer ETF July in Q4 2018 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.