Annis Gardner Whiting Capital Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-4,700	Closed	-$159K	–	781
2026 Q1	$159K	Hold	4,700	–	–	0.03%	342
2025 Q4	$157K	Hold	4,700	–	–	0.03%	326
2025 Q3	$154K	Buy	+4,700	New	+$151K	0.03%	304

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

GTS Financial Bloomington, Minnesota $137M AUM

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

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

Annis Gardner Whiting Capital Advisors's IJUL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2026, closing a stake of 4,700 shares — an estimated $159K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IJUL in Q3 2025 and held it in 3 quarters. The position peaked at $159K in Q1 2026. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 4,700 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $159K.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's Innovator International Developed Power Buffer ETF July position peaked at $159K in Q1 2026.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.