U.S. Capital Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,397
Closed -$205K 870
2024
Q4
$205K Sell
7,397
-1,491
-17% -$42.3K 0.01% 771
2024
Q3
$261K Hold
8,888
0.01% 614
2024
Q2
$250K Sell
8,888
-2,637
-23% -$74.2K 0.01% 599
2024
Q1
$325K Sell
11,525
-4,040
-26% -$110K 0.01% 547
2023
Q4
$422K Sell
15,565
-2,000
-11% -$51.8K 0.02% 484
2023
Q3
$447K Buy
+17,565
New +$457K 0.02% 450

Other funds holding IJUL

U.S. Capital Wealth Advisors's IJUL Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2025, closing a stake of 7,397 shares — an estimated $205K sold.

U.S. Capital Wealth Advisors first reported a position in IJUL in Q3 2023 and held it in 6 quarters. The position peaked at $447K in Q3 2023. 91 funds tracked by Wall St. Rank hold IJUL as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 7,397 Innovator International Developed Power Buffer ETF July shares in Q1 2025, an estimated $205K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2023 and held it in 6 quarters.
  • U.S. Capital Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $447K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.