Atria Wealth Solutions’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,989	Closed	-$204K	–	1688
2025 Q1	$204K	Buy	+6,989	New	+$202K	﹤0.01%	1709
2024 Q4	–	Sell	-6,937	Closed	-$204K	–	2037
2024 Q3	$204K	Buy	+6,937	New	+$199K	﹤0.01%	1780

Other funds holding IJUL

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

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

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Atria Wealth Solutions's IJUL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2025, closing a stake of 6,989 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in IJUL in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 92 funds tracked by Wall St. Rank hold IJUL as of Q2 2025.

Atria Wealth Solutions reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,989 Innovator International Developed Power Buffer ETF July shares in Q2 2025, an estimated $204K.
Atria Wealth Solutions first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
Atria Wealth Solutions's Innovator International Developed Power Buffer ETF July position peaked at $204K in Q3 2024.
92 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.