ODFS
IJUL icon

O'Donnell Financial Services’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

O'Donnell Financial Services’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
2024
Q4 		– Sell
-21,351
Closed -$628K – 39
2024
Q3 		$628K Sell
21,351
-1,984
-9% -$56.9K 0.26% 29
2024
Q2 		$656K Hold
23,335
– – 0.29% 26
2024
Q1 		$658K Sell
23,335
-565
-2% -$15.4K 0.3% 26
2023
Q4 		$648K Sell
23,900
-24
-0.1% -$621 0.32% 24
2023
Q3 		$609K Buy
+23,924
New +$623K 0.34% 16

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

O'Donnell Financial Services's IJUL Position: Q4 2024 in Review

O'Donnell Financial Services sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2024, closing a stake of 21,351 shares — an estimated $628K sold.

O'Donnell Financial Services first reported a position in IJUL in Q3 2023 and held it in 5 quarters. The position peaked at $658K in Q1 2024. 87 funds tracked by Wall St. Rank hold IJUL as of Q4 2024.

  • O'Donnell Financial Services reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • O'Donnell Financial Services sold 21,351 Innovator International Developed Power Buffer ETF July shares in Q4 2024, an estimated $628K.
  • O'Donnell Financial Services first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2023 and held it in 5 quarters.
  • O'Donnell Financial Services's Innovator International Developed Power Buffer ETF July position peaked at $658K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2024.

Based on O'Donnell Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.