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Sound Income Strategies’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Sound Income Strategies’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
2020
Q2 		– Sell
-1
Closed – – 781
2020
Q1 		$0 Buy
+1
New +$27 ﹤0.01% 761
2019
Q4 		– Sell
-9,231
Closed -$241K – 703
2019
Q3 		$241K Buy
+9,231
New +$240K 0.07% 52

Other funds holding BJUL

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Income Strategies's BJUL Position: Q2 2020 in Review

Sound Income Strategies sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2020, closing a stake of 1 share.

Sound Income Strategies first reported a position in BJUL in Q3 2019 and held it in 2 quarters. The position peaked at $241K in Q3 2019. 25 funds tracked by Wall St. Rank hold BJUL as of Q2 2020.

  • Sound Income Strategies reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • Sound Income Strategies sold 1 Innovator US Equity Buffer ETF July share in Q2 2020.
  • Sound Income Strategies first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and held it in 2 quarters.
  • Sound Income Strategies's Innovator US Equity Buffer ETF July position peaked at $241K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2020.

Based on Sound Income Strategies's 13F filing for Q2 2020, filed 13 Jul 2020.