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NewEdge Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

NewEdge Advisors’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
2023
Q1 		– Sell
-3,783
Closed -$97.4K – 4135
2022
Q4 		$97.4K Buy
+3,783
New +$97K ﹤0.01% 1449

Other funds holding UJUL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's UJUL Position: Q1 2023 in Review

NewEdge Advisors sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2023, closing a stake of 3,783 shares — an estimated $97.4K sold.

NewEdge Advisors first reported a position in UJUL in Q4 2022 and held it in 1 quarter. The position peaked at $97.4K in Q4 2022. 32 funds tracked by Wall St. Rank hold UJUL as of Q1 2023.

  • NewEdge Advisors reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 3,783 Innovator US Equity Ultra Buffer ETF July shares in Q1 2023, an estimated $97.4K.
  • NewEdge Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $97.4K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.