Beacon Pointe Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Beacon Pointe Advisors’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	$1.19M	Buy	21,831 +2,001	+10%	+$106K	0.01%	967
2026 Q1	$985K	Buy	19,830 +6,623	+50%	+$336K	0.01%	1002
2025 Q4	$670K	Sell	13,207 -1,677	-11%	-$84K	﹤0.01%	977
2025 Q3	$739K	Sell	14,884 -3,804	-20%	-$184K	0.01%	871
2025 Q2	$881K	Buy	18,688 +1,460	+8%	+$64.2K	0.01%	701
2025 Q1	$744K	Sell	17,228 -1,009	-6%	-$45.1K	0.01%	720
2024 Q4	$813K	Sell	18,237 -8,928	-33%	-$397K	0.01%	695
2024 Q3	$1.19M	Sell	27,165 -194	-0.7%	-$8.22K	0.01%	589
2024 Q2	$1.14M	Buy	27,359 +11,326	+71%	+$460K	0.01%	604
2024 Q1	$647K	Sell	16,033 -567	-3%	-$22K	0.01%	821
2023 Q4	$625K	Sell	16,600 -1,145	-6%	-$40.8K	0.01%	816
2023 Q3	$612K	Buy	17,745 +5,590	+46%	+$198K	0.01%	803
2023 Q2	$429K	Sell	12,155 -10,085	-45%	-$337K	0.01%	764
2023 Q1	$727K	Sell	22,240 -4,876	-18%	-$156K	0.01%	635
2022 Q4	$838K	Sell	27,116 -4,747	-15%	-$146K	0.02%	550
2022 Q3	$931K	Buy	31,863 +20,607	+183%	+$644K	0.02%	474
2022 Q2	$338K	Buy	+11,256	New	+$350K	0.01%	779
2022 Q1	–	Sell	-13,357	Closed	-$446K	–	1204
2021 Q4	$446K	Hold	13,357	–	–	0.01%	602
2021 Q3	$422K	Buy	+13,357	New	+$426K	0.01%	587

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Pointe Advisors's BJUL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Buffer ETF July (BJUL) stake by 10% in Q2 2026, buying an estimated $106K and bringing the position to 21,831 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #967.

Beacon Pointe Advisors first reported a position in BJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2024. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Beacon Pointe Advisors held 21,831 shares of Innovator US Equity Buffer ETF July worth $1.19M as of Q2 2026.
Beacon Pointe Advisors bought 2,001 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $106K.
Innovator US Equity Buffer ETF July made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #967 holding.
Beacon Pointe Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Beacon Pointe Advisors's Innovator US Equity Buffer ETF July position peaked at $1.19M in Q3 2024.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.