Atlantic Private Wealth’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Atlantic Private Wealth’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 Q3	$30K	Buy	+830	New	+$30.3K	0.02%	148
2026 Q2	–	Sell	-3,394	Closed	-$115K	–	307
2026 Q1	$115K	Hold	3,394	–	–	0.07%	83
2025 Q4	$114K	Hold	3,394	–	–	0.07%	79
2025 Q3	$111K	Buy	+3,394	New	+$109K	0.07%	76
2025 Q2	–	Sell	-6,469	Closed	-$188K	–	243
2025 Q1	$188K	Hold	6,469	–	–	0.14%	59
2024 Q4	$179K	Hold	6,469	–	–	0.13%	47
2024 Q3	$190K	Buy	+6,469	New	+$185K	0.14%	43

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Atlantic Private Wealth's IJUL Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2026: 830 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: Atlantic Private Wealth previously reported a position in IJUL as recently as Q1 2026.

Atlantic Private Wealth first reported a position in IJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $190K in Q3 2024. 103 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

Atlantic Private Wealth held 830 shares of Innovator International Developed Power Buffer ETF July worth $30K as of Q3 2026.
Innovator International Developed Power Buffer ETF July was a new Atlantic Private Wealth position in Q3 2026.
Innovator International Developed Power Buffer ETF July made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #148 holding.
Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's Innovator International Developed Power Buffer ETF July position peaked at $190K in Q3 2024.
103 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.