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North Star Investment Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

North Star Investment 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
Q4 		– Sell
-100
Closed -$3K – 1315
2022
Q3 		$3K Hold
100
– – ﹤0.01% 984
2022
Q2 		$3K Buy
+100
New +$3.11K ﹤0.01% 996

Other funds holding BJUL

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

North Star Investment Management's BJUL Position: Q4 2022 in Review

North Star Investment Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

North Star Investment Management first reported a position in BJUL in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 78 funds tracked by Wall St. Rank hold BJUL as of Q4 2022.

  • North Star Investment Management reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 100 Innovator US Equity Buffer ETF July shares in Q4 2022, an estimated $3K.
  • North Star Investment Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2022 and held it in 2 quarters.
  • North Star Investment Management's Innovator US Equity Buffer ETF July position peaked at $3K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.