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

Outlook Wealth 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
Q2 		– Sell
-75,171
Closed -$2.03M – 220
2023
Q1 		$2.03M Sell
75,171
-1,903
-2% -$50.3K 0.9% 26
2022
Q4 		$1.99M Buy
+77,074
New +$1.98M 0.94% 23

Other funds holding UJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Outlook Wealth Advisors's UJUL Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2023, closing a stake of 75,171 shares — an estimated $2.03M sold.

Outlook Wealth Advisors first reported a position in UJUL in Q4 2022 and held it in 2 quarters. The position peaked at $2.03M in Q1 2023. 35 funds tracked by Wall St. Rank hold UJUL as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 75,171 Innovator US Equity Ultra Buffer ETF July shares in Q2 2023, an estimated $2.03M.
  • Outlook Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • Outlook Wealth Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $2.03M in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.