Berkshire Money Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Berkshire Money Management’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	$1.85M	Sell	34,038 -818	-2%	-$43.4K	0.17%	35
2026 Q1	$1.73M	Sell	34,856 -374	-1%	-$19K	0.18%	37
2025 Q4	$1.79M	Sell	35,230 -695	-2%	-$34.8K	0.17%	35
2025 Q3	$1.78M	Sell	35,925 -1,456	-4%	-$70.4K	0.18%	32
2025 Q2	$1.76M	Buy	37,381 +629	+2%	+$27.6K	0.19%	35
2025 Q1	$1.59M	Sell	36,752 -3,074	-8%	-$137K	0.18%	31
2024 Q4	$1.77M	Sell	39,826 -46,581	-54%	-$2.07M	0.19%	27
2024 Q3	$3.77M	Sell	86,407 -165,983	-66%	-$7.04M	0.43%	20
2024 Q2	$10.5M	Sell	252,390 -480	-0.2%	-$19.5K	1.28%	15
2024 Q1	$10.2M	Sell	252,870 -1,954,977	-89%	-$76M	1.23%	15
2023 Q4	$83.1M	Buy	2,207,847 +110,524	+5%	+$3.93M	11.06%	2
2023 Q3	$72.3M	Buy	2,097,323 +2,071,678	+8,078%	+$73.3M	10.95%	2
2023 Q2	$905K	Sell	25,645 -683,737	-96%	-$22.8M	0.13%	38
2023 Q1	$23.2M	Buy	709,382 +696,730	+5,507%	+$22.3M	3.51%	8
2022 Q4	$391K	Buy	+12,652	New	+$390K	0.06%	43
2020 Q4	–	Sell	-12,467	Closed	-$353K	–	32
2020 Q3	$353K	Sell	12,467 -225,931	-95%	-$6.34M	0.07%	28
2020 Q2	$6.43M	Sell	238,398 -43,594	-15%	-$1.13M	1.42%	18
2020 Q1	$6.7M	Sell	281,992 -164,504	-37%	-$4.37M	1.65%	17
2019 Q4	$12.3M	Sell	446,496 -10,575	-2%	-$284K	2.4%	12
2019 Q3	$12M	Buy	457,071 +22,388	+5%	+$582K	2.47%	12
2019 Q2	$11.2M	Buy	+434,683	New	+$11.2M	2.37%	12

Other funds holding BJUL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Berkshire Money Management's BJUL Position: Q2 2026 in Review

Berkshire Money Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 2.3% in Q2 2026, selling an estimated $43.4K and leaving 34,038 shares worth $1.85M. The position accounts for 0.17% of the portfolio, ranked #35.

Berkshire Money Management first reported a position in BJUL in Q2 2019 and has held it in 21 quarters since. The position peaked at $83.1M in Q4 2023. 50 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Berkshire Money Management held 34,038 shares of Innovator US Equity Buffer ETF July worth $1.85M as of Q2 2026.
Berkshire Money Management sold 818 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $43.4K.
Innovator US Equity Buffer ETF July made up 0.17% of Berkshire Money Management's portfolio in Q2 2026, its #35 holding.
Berkshire Money Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2019 and has held it in 21 quarters since.
Berkshire Money Management's Innovator US Equity Buffer ETF July position peaked at $83.1M in Q4 2023.
50 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.