Sigma Planning Corp’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-9,599	Closed	-$229K	–	1332
2022 Q4	$229K	Buy	+9,599	New	+$220K	0.01%	1088
2022 Q1	–	Sell	-13,610	Closed	-$334K	–	1430
2021 Q4	$334K	Hold	13,610	–	–	0.01%	1022
2021 Q3	$330K	Buy	+13,610	New	+$333K	0.01%	1014

Other funds holding IJUL

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Sigma Planning Corp's IJUL Position: Q1 2023 in Review

Sigma Planning Corp sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2023, closing a stake of 9,599 shares — an estimated $229K sold.

Sigma Planning Corp first reported a position in IJUL in Q3 2021 and held it in 3 quarters. The position peaked at $334K in Q4 2021. 64 funds tracked by Wall St. Rank hold IJUL as of Q1 2023.

Sigma Planning Corp reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 9,599 Innovator International Developed Power Buffer ETF July shares in Q1 2023, an estimated $229K.
Sigma Planning Corp first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2021 and held it in 3 quarters.
Sigma Planning Corp's Innovator International Developed Power Buffer ETF July position peaked at $334K in Q4 2021.
64 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.