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Bright Futures Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Bright Futures Wealth 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
2024
Q4 		– Sell
-8,114
Closed -$357K – 138
2024
Q3 		$357K Hold
8,114
– – 0.17% 145
2024
Q2 		$335K Buy
8,114
+2,846
+54% +$116K 0.18% 144
2024
Q1 		$220K Buy
+5,268
New +$205K 0.12% 185

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bright Futures Wealth Management's BJUL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2024, closing a stake of 8,114 shares — an estimated $357K sold.

Bright Futures Wealth Management first reported a position in BJUL in Q1 2024 and held it in 3 quarters. The position peaked at $357K in Q3 2024. 111 funds tracked by Wall St. Rank hold BJUL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 8,114 Innovator US Equity Buffer ETF July shares in Q4 2024, an estimated $357K.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Innovator US Equity Buffer ETF July position peaked at $357K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.