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

Ladenburg Thalmann Financial Services’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
2019
Q4 		$91K Buy
3,613
+190
+6% +$4.88K ﹤0.01% 3099
2019
Q3 		$89K Buy
+3,423
New +$88.8K ﹤0.01% 3022

Other funds holding UJUL

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 5.6% in Q4 2019, buying an estimated $4.88K and bringing the position to 3,613 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Ladenburg Thalmann Financial Services first reported a position in UJUL in Q3 2019 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold UJUL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,613 shares of Innovator US Equity Ultra Buffer ETF July worth $91K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 190 Innovator US Equity Ultra Buffer ETF July shares in Q4 2019, an estimated $4.88K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3099 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2019 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2019.

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