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BFI Wealth Solutions’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

BFI Wealth Solutions’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 		$2.56M Buy
71,296
+16,118
+29% +$565K 1.9% 16
2026
Q1 		$1.88M Buy
55,178
+14,775
+37% +$504K 1.8% 20
2025
Q4 		$1.35M Buy
+40,403
New +$1.33M 1.29% 25

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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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

BFI Wealth Solutions's IJUL Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 29% in Q2 2026, buying an estimated $565K and bringing the position to 71,296 shares worth $2.56M. The position accounts for 1.9% of the portfolio, ranked #16.

BFI Wealth Solutions first reported a position in IJUL in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • BFI Wealth Solutions held 71,296 shares of Innovator International Developed Power Buffer ETF July worth $2.56M as of Q2 2026.
  • BFI Wealth Solutions bought 16,118 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $565K.
  • Innovator International Developed Power Buffer ETF July made up 1.9% of BFI Wealth Solutions's portfolio in Q2 2026, its #16 holding.
  • BFI Wealth Solutions first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.