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SeaCrest Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

SeaCrest Wealth Management’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$15K – 725
2022
Q2 		$15K Buy
+500
New +$15.5K ﹤0.01% 1591

Other funds holding BJUL

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

SeaCrest Wealth Management's BJUL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2022, closing a stake of 500 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in BJUL in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 70 funds tracked by Wall St. Rank hold BJUL as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 500 Innovator US Equity Buffer ETF July shares in Q3 2022, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Innovator US Equity Buffer ETF July position peaked at $15K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.