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Action Point Financial Planning’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Action Point Financial Planning’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
+7,840
New +$275K 0.03% 372

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2026: 7,840 shares worth $282K. The stake represents 0.03% of the portfolio and ranks #372 among its holdings.

108 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • Action Point Financial Planning held 7,840 shares of Innovator International Developed Power Buffer ETF July worth $282K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
  • Innovator International Developed Power Buffer ETF July made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #372 holding.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

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