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Realta Investment Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-1,250
Closed -$32.8K – 596
2023
Q3 		$32.8K Hold
1,250
– – 0.01% 563
2023
Q2 		$32.8K Buy
+1,250
New +$32.4K 0.01% 603

Other funds holding IJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Realta Investment Advisors's IJUL Position: Q4 2023 in Review

Realta Investment Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2023, closing a stake of 1,250 shares — an estimated $32.8K sold.

Realta Investment Advisors first reported a position in IJUL in Q2 2023 and held it in 2 quarters. The position peaked at $32.8K in Q3 2023. 84 funds tracked by Wall St. Rank hold IJUL as of Q4 2023.

  • Realta Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,250 Innovator International Developed Power Buffer ETF July shares in Q4 2023, an estimated $32.8K.
  • Realta Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's Innovator International Developed Power Buffer ETF July position peaked at $32.8K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.