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

AE 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 		$347K Sell
6,385
-1
-0% -$53 ﹤0.01% 1405
2026
Q1 		$317K Sell
6,386
-195
-3% -$9.91K ﹤0.01% 1346
2025
Q4 		$334K Sell
6,581
-393
-6% -$19.7K ﹤0.01% 1257
2025
Q3 		$346K Buy
6,974
+3,215
+86% +$155K ﹤0.01% 1121
2025
Q2 		$177K Sell
3,759
-239
-6% -$10.5K ﹤0.01% 1344
2025
Q1 		$173K Sell
3,998
-141
-3% -$6.31K ﹤0.01% 1315
2024
Q4 		$184K Sell
4,139
-5,133
-55% -$228K ﹤0.01% 1294
2024
Q3 		$405K Buy
9,272
+206
+2% +$8.73K ﹤0.01% 943
2024
Q2 		$379K Buy
9,066
+7
+0.1% +$284 ﹤0.01% 961
2024
Q1 		$365K Sell
9,059
-8,814
-49% -$343K ﹤0.01% 901
2023
Q4 		$685K Sell
17,873
-10,393
-37% -$370K ﹤0.01% 1295
2023
Q3 		$974K Buy
28,266
+8,007
+40% +$283K 0.01% 1108
2023
Q2 		$715K Buy
20,259
+7,397
+58% +$247K ﹤0.01% 1225
2023
Q1 		$420K Buy
12,862
+82
+0.6% +$2.62K ﹤0.01% 1424
2022
Q4 		$395K Buy
12,780
+88
+0.7% +$2.71K ﹤0.01% 1397
2022
Q3 		$370K Buy
+12,692
New +$397K ﹤0.01% 1389

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AE Wealth Management's BJUL Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.02% in Q2 2026, selling an estimated $53 and leaving 6,385 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

AE Wealth Management first reported a position in BJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $974K in Q3 2023. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • AE Wealth Management held 6,385 shares of Innovator US Equity Buffer ETF July worth $347K as of Q2 2026.
  • AE Wealth Management sold 1 Innovator US Equity Buffer ETF July share in Q2 2026, an estimated $53.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1405 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Innovator US Equity Buffer ETF July position peaked at $974K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.