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Sunbelt Securities’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Sunbelt Securities’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
2019
Q1 		– Sell
-1,820
Closed -$587K – 244
2018
Q4 		$587K Buy
+1,820
New +$44.9K 0.34% 83

Other funds holding UJUL

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Sunbelt Securities's UJUL Position: Q1 2019 in Review

Sunbelt Securities sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2019, closing a stake of 1,820 shares — an estimated $587K sold.

Sunbelt Securities first reported a position in UJUL in Q4 2018 and held it in 1 quarter. The position peaked at $587K in Q4 2018. 8 funds tracked by Wall St. Rank hold UJUL as of Q1 2019.

  • Sunbelt Securities reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2019 after selling out during the quarter.
  • Sunbelt Securities sold 1,820 Innovator US Equity Ultra Buffer ETF July shares in Q1 2019, an estimated $587K.
  • Sunbelt Securities first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2018 and held it in 1 quarter.
  • Sunbelt Securities's Innovator US Equity Ultra Buffer ETF July position peaked at $587K in Q4 2018.
  • 8 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2019.

Based on Sunbelt Securities's 13F filing for Q1 2019, filed 15 May 2019.