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Ballast Rock Private Wealth’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Ballast Rock Private Wealth’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
2026
Q2 		$362K Hold
6,671
– – 0.17% 133
2026
Q1 		$331K Sell
6,671
-125
-2% -$6.35K 0.18% 130
2025
Q4 		$345K Buy
+6,796
New +$340K 0.22% 126

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballast Rock Private Wealth's BJUL Position: Q2 2026 in Review

Ballast Rock Private Wealth held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 6,671 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #133.

Ballast Rock Private Wealth first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Ballast Rock Private Wealth held 6,671 shares of Innovator US Equity Buffer ETF July worth $362K as of Q2 2026.
  • Ballast Rock Private Wealth left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF July made up 0.17% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #133 holding.
  • Ballast Rock Private Wealth first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.