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Stearns Financial Services Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$13.8M Buy
599,559
+18,563
+3% +$427K 2.15% 13
2020
Q2 		$13.1M Buy
580,996
+8,753
+2% +$193K 2.06% 14
2020
Q1 		$12M Buy
+572,243
New +$12.9M 2.13% 13

Other funds holding IJUL

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Stearns Financial Services Group's IJUL Position: Q3 2020 in Review

Stearns Financial Services Group increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 3.2% in Q3 2020, buying an estimated $427K and bringing the position to 599,559 shares worth $13.8M. The position accounts for 2.15% of the portfolio, ranked #13.

Stearns Financial Services Group first reported a position in IJUL in Q1 2020 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold IJUL as of Q3 2020.

  • Stearns Financial Services Group held 599,559 shares of Innovator International Developed Power Buffer ETF July worth $13.8M as of Q3 2020.
  • Stearns Financial Services Group bought 18,563 Innovator International Developed Power Buffer ETF July shares in Q3 2020, an estimated $427K.
  • Innovator International Developed Power Buffer ETF July made up 2.15% of Stearns Financial Services Group's portfolio in Q3 2020, its #13 holding.
  • Stearns Financial Services Group first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2020 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.