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Arete Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Arete Wealth 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
Q1 		– Sell
-7,437
Closed -$249K – 506
2025
Q4 		$249K Hold
7,437
– – 0.02% 655
2025
Q3 		$243K Buy
+7,437
New +$239K 0.02% 673

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BFG
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Osaic Holdings
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
GF
GTS Financial Bloomington, Minnesota $126M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's IJUL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2026, closing a stake of 7,437 shares — an estimated $249K sold.

Arete Wealth Advisors first reported a position in IJUL in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,437 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $249K.
  • Arete Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $249K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.