Next Financial Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Next Financial Group’s Portfolio IJUL Stock Details IJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$72K	Hold	2,937	–	–	﹤0.01%	1314
2021 Q3	$71K	Buy	2,937 +2,408	+455%	+$58.9K	0.01%	1265
2021 Q2	$13K	Hold	529	–	–	﹤0.01%	1894
2021 Q1	$13K	Sell	529 -2	-0.4%	-$48	﹤0.01%	1799
2020 Q4	$13K	Hold	531	–	–	﹤0.01%	1686
2020 Q3	$12K	Buy	+531	New	+$12.2K	﹤0.01%	1574
2020 Q2	–	Sell	-531	Closed	-$11K	–	1198
2020 Q1	$11K	Sell	531 -430	-45%	-$9.72K	﹤0.01%	1498
2019 Q4	$23K	Sell	961 -3	-0.3%	-$70	﹤0.01%	1476
2019 Q3	$22K	Buy	+964	New	+$22.1K	﹤0.01%	1398

Other funds holding IJUL

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Next Financial Group's IJUL Position: Q4 2021 in Review

Next Financial Group held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q4 2021 at 2,937 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Next Financial Group first reported a position in IJUL in Q3 2019 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold IJUL as of Q4 2021.

Next Financial Group held 2,937 shares of Innovator International Developed Power Buffer ETF July worth $72K as of Q4 2021.
Next Financial Group left its Innovator International Developed Power Buffer ETF July share count unchanged in Q4 2021.
Innovator International Developed Power Buffer ETF July made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1314 holding.
Next Financial Group first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2019 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.