TFS
BJUL icon

TrustCore Financial Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$1.67M Buy
53,915
+3,315
+7% +$102K 0.15% 83
2022
Q3 		$1.48M Buy
+50,600
New +$1.58M 0.14% 78

Other funds holding BJUL

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

TrustCore Financial Services's BJUL Position: Q4 2022 in Review

TrustCore Financial Services increased its Innovator US Equity Buffer ETF July (BJUL) stake by 6.6% in Q4 2022, buying an estimated $102K and bringing the position to 53,915 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #83.

TrustCore Financial Services first reported a position in BJUL in Q3 2022 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BJUL as of Q4 2022.

  • TrustCore Financial Services held 53,915 shares of Innovator US Equity Buffer ETF July worth $1.67M as of Q4 2022.
  • TrustCore Financial Services bought 3,315 Innovator US Equity Buffer ETF July shares in Q4 2022, an estimated $102K.
  • Innovator US Equity Buffer ETF July made up 0.15% of TrustCore Financial Services's portfolio in Q4 2022, its #83 holding.
  • TrustCore Financial Services first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.