4J Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

4J Wealth Management’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
2026 Q2	$312K	Hold	5,750	–	–	0.15%	81
2026 Q1	$286K	Hold	5,750	–	–	0.16%	83
2025 Q4	$292K	Hold	5,750	–	–	0.17%	77
2025 Q3	$286K	Hold	5,750	–	–	0.17%	78
2025 Q2	$271K	Hold	5,750	–	–	0.18%	78
2025 Q1	$248K	Hold	5,750	–	–	0.2%	81
2024 Q4	$256K	Hold	5,750	–	–	0.21%	73
2024 Q3	$251K	Hold	5,750	–	–	0.19%	78
2024 Q2	$240K	Hold	5,750	–	–	0.2%	78
2024 Q1	$232K	Hold	5,750	–	–	0.2%	82
2023 Q4	$216K	Sell	5,750 -1,000	-15%	-$35.6K	0.2%	81
2023 Q3	$233K	Hold	6,750	–	–	0.23%	75
2023 Q2	$238K	Sell	6,750 -1,300	-16%	-$43.4K	0.23%	74
2023 Q1	$263K	Hold	8,050	–	–	0.28%	65
2022 Q4	$249K	Hold	8,050	–	–	0.29%	66
2022 Q3	$235K	Hold	8,050	–	–	0.3%	61
2022 Q2	$243K	Hold	8,050	–	–	0.31%	58
2022 Q1	$266K	Hold	8,050	–	–	0.23%	58
2021 Q4	$269K	Hold	8,050	–	–	0.23%	63
2021 Q3	$254K	Sell	8,050 -200	-2%	-$6.38K	0.22%	66
2021 Q2	$259K	Sell	8,250 -5,437	-40%	-$170K	0.23%	66
2021 Q1	$424K	Sell	13,687 -1,900	-12%	-$57.8K	0.39%	47
2020 Q4	$469K	Buy	+15,587	New	+$456K	0.45%	44

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

4J Wealth Management's BJUL Position: Q2 2026 in Review

4J Wealth Management held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 5,750 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #81.

4J Wealth Management first reported a position in BJUL in Q4 2020 and has held it in 23 quarters since. The position peaked at $469K in Q4 2020. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

4J Wealth Management held 5,750 shares of Innovator US Equity Buffer ETF July worth $312K as of Q2 2026.
4J Wealth Management left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.15% of 4J Wealth Management's portfolio in Q2 2026, its #81 holding.
4J Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's Innovator US Equity Buffer ETF July position peaked at $469K in Q4 2020.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.