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Soltis Investment Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Soltis Investment Advisors’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
-19,859
Closed -$457K – 195
2020
Q1 		$457K Buy
19,859
+3,023
+18% +$74.6K 0.14% 84
2019
Q4 		$424K Buy
+16,836
New +$433K 0.08% 97

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Soltis Investment Advisors's UJUL Position: Q2 2020 in Review

Soltis Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2020, closing a stake of 19,859 shares — an estimated $457K sold.

Soltis Investment Advisors first reported a position in UJUL in Q4 2019 and held it in 2 quarters. The position peaked at $457K in Q1 2020. 17 funds tracked by Wall St. Rank hold UJUL as of Q2 2020.

  • Soltis Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 19,859 Innovator US Equity Ultra Buffer ETF July shares in Q2 2020, an estimated $457K.
  • Soltis Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2019 and held it in 2 quarters.
  • Soltis Investment Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $457K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2020.

Based on Soltis Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.