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

North Star Investment Management’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
2022
Q4 		– Sell
-105
Closed -$3K – 1343
2022
Q3 		$3K Hold
105
– – ﹤0.01% 1009
2022
Q2 		$3K Buy
+105
New +$2.76K ﹤0.01% 1026

Other funds holding UJUL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

North Star Investment Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2022, closing a stake of 105 shares — an estimated $3K sold.

North Star Investment Management first reported a position in UJUL in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 36 funds tracked by Wall St. Rank hold UJUL as of Q4 2022.

  • North Star Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 105 Innovator US Equity Ultra Buffer ETF July shares in Q4 2022, an estimated $3K.
  • North Star Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2022 and held it in 2 quarters.
  • North Star Investment Management's Innovator US Equity Ultra Buffer ETF July position peaked at $3K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2022.

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