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Berger Financial Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Berger Financial Group’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
2026
Q2 		$7.17M Sell
199,418
-4,835
-2% -$170K 0.37% 56
2026
Q1 		$6.89M Sell
204,253
-5,483
-3% -$187K 0.39% 54
2025
Q4 		$7.03M Sell
209,736
-1,249
-0.6% -$41.1K 0.41% 55
2025
Q3 		$6.9M Buy
210,985
+12,196
+6% +$393K 0.41% 53
2025
Q2 		$6.35M Sell
198,789
-17,799
-8% -$539K 0.41% 53
2025
Q1 		$6.31M Sell
216,588
-7,841
-3% -$226K 0.44% 51
2024
Q4 		$6.22M Sell
224,429
-8,801
-4% -$250K 0.43% 52
2024
Q3 		$6.86M Buy
233,230
+1,065
+0.5% +$30.5K 0.49% 46
2024
Q2 		$6.53M Sell
232,165
-20,128
-8% -$566K 0.52% 42
2024
Q1 		$7.12M Sell
252,293
-1,720
-0.7% -$47K 0.59% 36
2023
Q4 		$6.89M Sell
254,013
-913
-0.4% -$23.6K 0.71% 30
2023
Q3 		$6.49M Buy
254,926
+81,925
+47% +$2.13M 0.75% 30
2023
Q2 		$4.54M Hold
173,001
– – 0.52% 56
2023
Q1 		$4.39M Buy
173,001
+3,783
+2% +$94.1K 0.53% 63
2022
Q4 		$4.03M Buy
169,218
+46,258
+38% +$1.06M 0.53% 59
2022
Q3 		$2.62M Buy
+122,960
New +$2.8M 0.38% 74

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berger Financial Group's IJUL Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 2.4% in Q2 2026, selling an estimated $170K and leaving 199,418 shares worth $7.17M. The position accounts for 0.37% of the portfolio, ranked #56.

Berger Financial Group first reported a position in IJUL in Q3 2022 and has held it in 16 quarters since. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • Berger Financial Group held 199,418 shares of Innovator International Developed Power Buffer ETF July worth $7.17M as of Q2 2026.
  • Berger Financial Group sold 4,835 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $170K.
  • Innovator International Developed Power Buffer ETF July made up 0.37% of Berger Financial Group's portfolio in Q2 2026, its #56 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • 109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.