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Palumbo Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Palumbo Wealth 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
2021
Q1 		– Sell
-7,745
Closed -$205K – 107
2020
Q4 		$205K Buy
+7,745
New +$202K 0.17% 86

Other funds holding UJUL

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Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Palumbo Wealth Management's UJUL Position: Q1 2021 in Review

Palumbo Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2021, closing a stake of 7,745 shares — an estimated $205K sold.

Palumbo Wealth Management first reported a position in UJUL in Q4 2020 and held it in 1 quarter. The position peaked at $205K in Q4 2020. 18 funds tracked by Wall St. Rank hold UJUL as of Q1 2021.

  • Palumbo Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 7,745 Innovator US Equity Ultra Buffer ETF July shares in Q1 2021, an estimated $205K.
  • Palumbo Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2020 and held it in 1 quarter.
  • Palumbo Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $205K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2021.

Based on Palumbo Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.