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

Bellwether 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	$4.07M	Sell	74,924 -598	-0.8%	-$31.7K	0.6%	40
2026 Q1	$3.75M	Hold	75,522	–	–	0.64%	40
2025 Q4	$3.83M	Hold	75,522	–	–	0.61%	37
2025 Q3	$3.75M	Hold	75,522	–	–	0.62%	40
2025 Q2	$3.56M	Hold	75,522	–	–	0.61%	39
2025 Q1	$3.26M	Hold	75,522	–	–	0.68%	34
2024 Q4	$3.37M	Hold	75,522	–	–	0.6%	33
2024 Q3	$3.3M	Hold	75,522	–	–	0.63%	38
2024 Q2	$3.16M	Hold	75,522	–	–	0.66%	34
2024 Q1	$3.05M	Sell	75,522 -120	-0.2%	-$4.67K	0.67%	39
2023 Q4	$2.85M	Hold	75,642	–	–	0.7%	38
2023 Q3	$2.61M	Hold	75,642	–	–	0.71%	33
2023 Q2	$2.67M	Hold	75,642	–	–	0.79%	26
2023 Q1	$2.47M	Sell	75,642 -1,410	-2%	-$45K	0.68%	32
2022 Q4	$2.38M	Hold	77,052	–	–	0.69%	27
2022 Q3	$2.25M	Hold	77,052	–	–	0.74%	33
2022 Q2	$2.32M	Buy	+77,052	New	+$2.39M	0.75%	33

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

Bellwether Advisors's BJUL Position: Q2 2026 in Review

Bellwether Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.79% in Q2 2026, selling an estimated $31.7K and leaving 74,924 shares worth $4.07M. The position accounts for 0.6% of the portfolio, ranked #40.

Bellwether Advisors first reported a position in BJUL in Q2 2022 and has held it in 17 quarters since. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Bellwether Advisors held 74,924 shares of Innovator US Equity Buffer ETF July worth $4.07M as of Q2 2026.
Bellwether Advisors sold 598 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $31.7K.
Innovator US Equity Buffer ETF July made up 0.6% of Bellwether Advisors's portfolio in Q2 2026, its #40 holding.
Bellwether Advisors first reported a position in Innovator US Equity Buffer ETF July in Q2 2022 and has held it in 17 quarters since.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.