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Spectrum Investment Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Spectrum Investment Advisors’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
2024
Q2 		– Sell
-8,487
Closed -$342K – 27
2024
Q1 		$342K Sell
8,487
-587
-6% -$22.8K 0.25% 23
2023
Q4 		$341K Buy
+9,074
New +$323K 0.27% 24

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Spectrum Investment Advisors's BJUL Position: Q2 2024 in Review

Spectrum Investment Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2024, closing a stake of 8,487 shares — an estimated $342K sold.

Spectrum Investment Advisors first reported a position in BJUL in Q4 2023 and held it in 2 quarters. The position peaked at $342K in Q1 2024. 103 funds tracked by Wall St. Rank hold BJUL as of Q2 2024.

  • Spectrum Investment Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Spectrum Investment Advisors sold 8,487 Innovator US Equity Buffer ETF July shares in Q2 2024, an estimated $342K.
  • Spectrum Investment Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Spectrum Investment Advisors's Innovator US Equity Buffer ETF July position peaked at $342K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2024.

Based on Spectrum Investment Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.