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Secured Retirement Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Secured Retirement 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
2024
Q1 		– Sell
-14,483
Closed -$393K – 113
2023
Q4 		$393K Buy
+14,483
New +$375K 0.38% 72

Other funds holding IJUL

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
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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Secured Retirement Advisors's IJUL Position: Q1 2024 in Review

Secured Retirement Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2024, closing a stake of 14,483 shares — an estimated $393K sold.

Secured Retirement Advisors first reported a position in IJUL in Q4 2023 and held it in 1 quarter. The position peaked at $393K in Q4 2023. 79 funds tracked by Wall St. Rank hold IJUL as of Q1 2024.

  • Secured Retirement Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 14,483 Innovator International Developed Power Buffer ETF July shares in Q1 2024, an estimated $393K.
  • Secured Retirement Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Secured Retirement Advisors's Innovator International Developed Power Buffer ETF July position peaked at $393K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2024.

Based on Secured Retirement Advisors's 13F filing for Q1 2024, filed 13 May 2024.