Action Point Financial Planning’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Action Point Financial Planning’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	$34.4K	Buy	+633	New	+$33.6K	﹤0.01%	945

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 $103B AUM 28.65% 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

Action Point Financial Planning's BJUL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Buffer ETF July (BJUL) in Q2 2026: 633 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

122 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Action Point Financial Planning held 633 shares of Innovator US Equity Buffer ETF July worth $34.4K as of Q2 2026.
Innovator US Equity Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #945 holding.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.