MCC
BJUL icon

Money Concepts Capital’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-6,230
Closed -$193K – 734
2022
Q4 		$193K Buy
+6,230
New +$192K 0.01% 704

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Money Concepts Capital's BJUL Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2023, closing a stake of 6,230 shares — an estimated $193K sold.

Money Concepts Capital first reported a position in BJUL in Q4 2022 and held it in 1 quarter. The position peaked at $193K in Q4 2022. 75 funds tracked by Wall St. Rank hold BJUL as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,230 Innovator US Equity Buffer ETF July shares in Q1 2023, an estimated $193K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Innovator US Equity Buffer ETF July position peaked at $193K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.