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TCI Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

TCI Wealth 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
2021
Q4 		– Sell
-419
Closed -$13K – 2311
2021
Q3 		$13K Buy
+419
New +$13.4K ﹤0.01% 905

Other funds holding BJUL

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

TCI Wealth Advisors's BJUL Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2021, closing a stake of 419 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in BJUL in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 61 funds tracked by Wall St. Rank hold BJUL as of Q4 2021.

  • TCI Wealth Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 419 Innovator US Equity Buffer ETF July shares in Q4 2021, an estimated $13K.
  • TCI Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $13K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.