Avantax Advisory Services’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Avantax Advisory Services’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	$971K	Buy	30,387 +2,342	+8%	+$71K	0.01%	1191
2025 Q1	$817K	Sell	28,045 -585	-2%	-$16.9K	0.01%	1192
2024 Q4	$793K	Hold	28,630	–	–	0.01%	1160
2024 Q3	$842K	Buy	28,630 +245	+0.9%	+$7.02K	0.01%	1118
2024 Q2	$798K	Hold	28,385	–	–	0.01%	1103
2024 Q1	$801K	Sell	28,385 -475	-2%	-$13K	0.01%	837
2023 Q4	$783K	Sell	28,860 -31,281	-52%	-$810K	0.01%	807
2023 Q3	$1.53M	Buy	60,141 +2,234	+4%	+$58.1K	0.02%	548
2023 Q2	$1.52M	Buy	57,907 +13,177	+29%	+$341K	0.02%	550
2023 Q1	$1.14M	Sell	44,730 -3,247	-7%	-$80.8K	0.01%	620
2022 Q4	$1.14M	Buy	47,977 +10,938	+30%	+$250K	0.02%	594
2022 Q3	$788K	Buy	37,039 +21,241	+134%	+$483K	0.01%	629
2022 Q2	$359K	Buy	15,798 +4,280	+37%	+$100K	0.01%	927
2022 Q1	$274K	Buy	+11,518	New	+$276K	﹤0.01%	1045
2020 Q4	–	Sell	-22,722	Closed	-$522K	–	1133
2020 Q3	$522K	Buy	+22,722	New	+$522K	0.01%	770

Other funds holding IJUL

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Avantax Advisory Services's IJUL Position: Q2 2025 in Review

Avantax Advisory Services increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 8.4% in Q2 2025, buying an estimated $71K and bringing the position to 30,387 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #1191.

Avantax Advisory Services first reported a position in IJUL in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.53M in Q3 2023. 91 funds tracked by Wall St. Rank hold IJUL as of Q2 2025.

Avantax Advisory Services held 30,387 shares of Innovator International Developed Power Buffer ETF July worth $971K as of Q2 2025.
Avantax Advisory Services bought 2,342 Innovator International Developed Power Buffer ETF July shares in Q2 2025, an estimated $71K.
Innovator International Developed Power Buffer ETF July made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1191 holding.
Avantax Advisory Services first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Innovator International Developed Power Buffer ETF July position peaked at $1.53M in Q3 2023.
91 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.