Atria Wealth Solutions’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-6,372	Closed	-$284K	–	1881
2024 Q4	$284K	Sell	6,372 -27	-0.4%	-$1.2K	﹤0.01%	1587
2024 Q3	$280K	Sell	6,399 -30	-0.5%	-$1.27K	﹤0.01%	1564
2024 Q2	$269K	Sell	6,429 -21	-0.3%	-$853	﹤0.01%	1578
2024 Q1	$260K	Sell	6,450 -28	-0.4%	-$1.09K	﹤0.01%	1654
2023 Q4	$244K	Buy	6,478 +95	+1%	+$3.38K	﹤0.01%	1649
2023 Q3	$220K	Buy	+6,383	New	+$226K	﹤0.01%	1631

Other funds holding BJUL

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RIL

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Atria Wealth Solutions's BJUL Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 6,372 shares — an estimated $284K sold.

Atria Wealth Solutions first reported a position in BJUL in Q3 2023 and held it in 6 quarters. The position peaked at $284K in Q4 2024. 105 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

Atria Wealth Solutions reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,372 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $284K.
Atria Wealth Solutions first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 6 quarters.
Atria Wealth Solutions's Innovator US Equity Buffer ETF July position peaked at $284K in Q4 2024.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.