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Spectrum Investment Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Spectrum Investment Advisors’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
2024
Q4 		– Sell
-7,765
Closed -$228K – 29
2024
Q3 		$228K Sell
7,765
-6,060
-44% -$174K 0.16% 23
2024
Q2 		$389K Sell
13,825
-202,640
-94% -$5.7M 0.28% 20
2024
Q1 		$6.11M Buy
216,465
+2,750
+1% +$75.2K 4.51% 9
2023
Q4 		$5.8M Buy
+213,715
New +$5.53M 4.6% 9

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Spectrum Investment Advisors's IJUL Position: Q4 2024 in Review

Spectrum Investment Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2024, closing a stake of 7,765 shares — an estimated $228K sold.

Spectrum Investment Advisors first reported a position in IJUL in Q4 2023 and held it in 4 quarters. The position peaked at $6.11M in Q1 2024. 87 funds tracked by Wall St. Rank hold IJUL as of Q4 2024.

  • Spectrum Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Spectrum Investment Advisors sold 7,765 Innovator International Developed Power Buffer ETF July shares in Q4 2024, an estimated $228K.
  • Spectrum Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and held it in 4 quarters.
  • Spectrum Investment Advisors's Innovator International Developed Power Buffer ETF July position peaked at $6.11M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2024.

Based on Spectrum Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.