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Sageworth Trust’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-89,608
Closed -$2.27M – 248
2023
Q1 		$2.27M Hold
89,608
– – 0.17% 32
2022
Q4 		$2.14M Buy
+89,608
New +$2.05M 0.17% 32

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Sageworth Trust's IJUL Position: Q2 2023 in Review

Sageworth Trust sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2023, closing a stake of 89,608 shares — an estimated $2.27M sold.

Sageworth Trust first reported a position in IJUL in Q4 2022 and held it in 2 quarters. The position peaked at $2.27M in Q1 2023. 61 funds tracked by Wall St. Rank hold IJUL as of Q2 2023.

  • Sageworth Trust reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 89,608 Innovator International Developed Power Buffer ETF July shares in Q2 2023, an estimated $2.27M.
  • Sageworth Trust first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • Sageworth Trust's Innovator International Developed Power Buffer ETF July position peaked at $2.27M in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.