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Milestone Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Milestone Asset 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
2023
Q4 		– Sell
-208,619
Closed -$7.19M – 89
2023
Q3 		$7.19M Buy
+208,619
New +$7.38M 2.52% 7

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Asset Management's BJUL Position: Q4 2023 in Review

Milestone Asset Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2023, closing a stake of 208,619 shares — an estimated $7.19M sold.

Milestone Asset Management first reported a position in BJUL in Q3 2023 and held it in 1 quarter. The position peaked at $7.19M in Q3 2023. 103 funds tracked by Wall St. Rank hold BJUL as of Q4 2023.

  • Milestone Asset Management reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Milestone Asset Management sold 208,619 Innovator US Equity Buffer ETF July shares in Q4 2023, an estimated $7.19M.
  • Milestone Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Milestone Asset Management's Innovator US Equity Buffer ETF July position peaked at $7.19M in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2023.

Based on Milestone Asset Management's 13F filing for Q4 2023, filed 23 Jan 2024.