AE Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

AE Wealth Management’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 Q1	$94.9K	Buy	2,813 +326	+13%	+$11.1K	﹤0.01%	1812
2025 Q4	$83.3K	Buy	2,487 +1,308	+111%	+$43.1K	﹤0.01%	1745
2025 Q3	$38.5K	Buy	1,179 +1,156	+5,026%	+$37.2K	﹤0.01%	1768
2025 Q2	$735	Hold	23	–	–	﹤0.01%	2095
2025 Q1	$670	Hold	23	–	–	﹤0.01%	2092
2024 Q4	$637	Buy	+23	New	+$652	﹤0.01%	2066
2023 Q4	–	Sell	-12,215	Closed	-$311K	–	2114
2023 Q3	$311K	Buy	+12,215	New	+$318K	﹤0.01%	1596

Other funds holding IJUL

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's IJUL Position: Q1 2026 in Review

AE Wealth Management increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 13% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,813 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

AE Wealth Management first reported a position in IJUL in Q3 2023 and has held it in 7 quarters since. The position peaked at $311K in Q3 2023. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

AE Wealth Management held 2,813 shares of Innovator International Developed Power Buffer ETF July worth $94.9K as of Q1 2026.
AE Wealth Management bought 326 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $11.1K.
Innovator International Developed Power Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1812 holding.
AE Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2023 and has held it in 7 quarters since.
AE Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $311K in Q3 2023.
108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.