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 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 $38.4B 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

Atlantic Private Wealth's IJUL Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2026, closing a stake of 3,394 shares — an estimated $115K sold.

Atlantic Private Wealth first reported a position in IJUL in Q3 2024 and held it in 6 quarters. The position peaked at $190K in Q3 2024. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Atlantic Private Wealth reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Atlantic Private Wealth sold 3,394 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $115K.
Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2024 and held it in 6 quarters.
Atlantic Private Wealth's Innovator International Developed Power Buffer ETF July position peaked at $190K in Q3 2024.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.