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 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 $8.52B AUM 37.76% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Arkadios Wealth Advisors's BJUL Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Buffer ETF July (BJUL) in Q1 2026: 7,709 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in BJUL as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in BJUL in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Arkadios Wealth Advisors held 7,709 shares of Innovator US Equity Buffer ETF July worth $383K as of Q1 2026.
Innovator US Equity Buffer ETF July was a new Arkadios Wealth Advisors position in Q1 2026.
Innovator US Equity Buffer ETF July made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1233 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q1 2022 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $1.07M in Q3 2025.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

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