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

XML Financial’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
2020
Q2 		– Sell
-77,043
Closed -$1.83M – 192
2020
Q1 		$1.83M Buy
+77,043
New +$2.04M 0.79% 33

Other funds holding BJUL

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XML Financial's BJUL Position: Q2 2020 in Review

XML Financial sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2020, closing a stake of 77,043 shares — an estimated $1.83M sold.

XML Financial first reported a position in BJUL in Q1 2020 and held it in 1 quarter. The position peaked at $1.83M in Q1 2020. 25 funds tracked by Wall St. Rank hold BJUL as of Q2 2020.

  • XML Financial reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • XML Financial sold 77,043 Innovator US Equity Buffer ETF July shares in Q2 2020, an estimated $1.83M.
  • XML Financial first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and held it in 1 quarter.
  • XML Financial's Innovator US Equity Buffer ETF July position peaked at $1.83M in Q1 2020.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2020.

Based on XML Financial's 13F filing for Q2 2020, filed 31 Jul 2020.