Silicon Hills Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Silicon Hills Wealth Management’s Portfolio UJUL Stock Details UJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-112,877	Closed	-$2.6M	–	74
2020 Q1	$2.6M	Buy	112,877 +112,568	+36,430%	+$2.78M	3.44%	7
2019 Q4	$4.09K	Buy	+309	New	+$7.94K	3.13%	10

Other funds holding UJUL

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Silicon Hills Wealth Management's UJUL Position: Q2 2020 in Review

Silicon Hills Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2020, closing a stake of 112,877 shares — an estimated $2.6M sold.

Silicon Hills Wealth Management first reported a position in UJUL in Q4 2019 and held it in 2 quarters. The position peaked at $2.6M in Q1 2020. 17 funds tracked by Wall St. Rank hold UJUL as of Q2 2020.

Silicon Hills Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 112,877 Innovator US Equity Ultra Buffer ETF July shares in Q2 2020, an estimated $2.6M.
Silicon Hills Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2019 and held it in 2 quarters.
Silicon Hills Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $2.6M in Q1 2020.
17 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.