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Maltin Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Maltin Wealth 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
-32,899
Closed -$1.08M – 114
2022
Q1 		$1.08M Buy
+32,899
New +$1.07M 0.72% 48
2020
Q1 		– Sell
-1
Closed – – 83
2019
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 116

Other funds holding BJUL

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
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

Maltin Wealth Management's BJUL Position: Q2 2022 in Review

Maltin Wealth Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2022, closing a stake of 32,899 shares — an estimated $1.08M sold.

Maltin Wealth Management first reported a position in BJUL in Q4 2019 and held it in 2 quarters. The position peaked at $1.08M in Q1 2022. 63 funds tracked by Wall St. Rank hold BJUL as of Q2 2022.

  • Maltin Wealth Management reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2022 after selling out during the quarter.
  • Maltin Wealth Management sold 32,899 Innovator US Equity Buffer ETF July shares in Q2 2022, an estimated $1.08M.
  • Maltin Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2019 and held it in 2 quarters.
  • Maltin Wealth Management's Innovator US Equity Buffer ETF July position peaked at $1.08M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2022.

Based on Maltin Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.