Arkadios Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Arkadios Wealth Advisors’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	$514K	Buy	9,469 +1,760	+23%	+$93.4K	0.01%	1108
2026 Q1	$383K	Buy	+7,709	New	+$392K	0.01%	1233
2025 Q4	–	Sell	-21,620	Closed	-$1.07M	–	1574
2025 Q3	$1.07M	Buy	+21,620	New	+$1.05M	0.03%	611
2024 Q2	–	Sell	-5,275	Closed	-$213K	–	864
2024 Q1	$213K	Sell	5,275 -3,412	-39%	-$133K	0.02%	639
2023 Q4	$327K	Buy	8,687 +94	+1%	+$3.35K	0.03%	493
2023 Q3	$296K	Buy	8,593 +880	+11%	+$31.1K	0.03%	487
2023 Q2	$272K	Buy	7,713 +350	+5%	+$11.7K	0.03%	475
2023 Q1	$241K	Sell	7,363 -500	-6%	-$16K	0.03%	506
2022 Q4	$243K	Sell	7,863 -100	-1%	-$3.08K	0.03%	458
2022 Q3	$232K	Buy	7,963 +37	+0.5%	+$1.16K	0.04%	449
2022 Q2	$239K	Buy	7,926 +550	+7%	+$17.1K	0.04%	464
2022 Q1	$243K	Buy	+7,376	New	+$239K	0.03%	477

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arkadios Wealth Advisors's BJUL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Buffer ETF July (BJUL) stake by 23% in Q2 2026, buying an estimated $93.4K and bringing the position to 9,469 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #1108.

Arkadios Wealth Advisors first reported a position in BJUL in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Arkadios Wealth Advisors held 9,469 shares of Innovator US Equity Buffer ETF July worth $514K as of Q2 2026.
Arkadios Wealth Advisors bought 1,760 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $93.4K.
Innovator US Equity Buffer ETF July made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1108 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q1 2022 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $1.07M in Q3 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.