Woodard & Company Asset Management Group’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Woodard & Company Asset Management Group’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
2020 Q2	–	Sell	-600	Closed	-$14K	–	97
2020 Q1	$14K	Buy	+600	New	+$14.8K	0.01%	79

Other funds holding UJUL

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Woodard & Company Asset Management Group's UJUL Position: Q2 2020 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2020, closing a stake of 600 shares — an estimated $14K sold.

Woodard & Company Asset Management Group first reported a position in UJUL in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 17 funds tracked by Wall St. Rank hold UJUL as of Q2 2020.

Woodard & Company Asset Management Group reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2020 after selling out during the quarter.
Woodard & Company Asset Management Group sold 600 Innovator US Equity Ultra Buffer ETF July shares in Q2 2020, an estimated $14K.
Woodard & Company Asset Management Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2020 and held it in 1 quarter.
Woodard & Company Asset Management Group's Innovator US Equity Ultra Buffer ETF July position peaked at $14K in Q1 2020.
17 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2020, filed 24 Jul 2020.