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

Buska 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
2026 Q2	$210K	Sell	3,871 -475	-11%	-$25.2K	0.08%	74
2026 Q1	$216K	Sell	4,346 -662	-13%	-$33.6K	0.09%	70
2025 Q4	$254K	Sell	5,008 -341	-6%	-$17.1K	0.09%	63
2025 Q3	$266K	Sell	5,349 -690	-11%	-$33.4K	0.08%	57
2025 Q2	$285K	Sell	6,039 -1,514	-20%	-$66.6K	0.08%	58
2025 Q1	$326K	Sell	7,553 -623	-8%	-$27.9K	0.1%	52
2024 Q4	$364K	Sell	8,176 -2,637	-24%	-$117K	0.12%	44
2024 Q3	$472K	Sell	10,813 -665	-6%	-$28.2K	0.16%	36
2024 Q2	$480K	Sell	11,478 -5,766	-33%	-$234K	0.19%	33
2024 Q1	$695K	Buy	+17,244	New	+$670K	0.3%	29

Other funds holding BJUL

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Buska Wealth Management's BJUL Position: Q2 2026 in Review

Buska Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 3,871 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #74.

Buska Wealth Management first reported a position in BJUL in Q1 2024 and has held it in 10 quarters since. The position peaked at $695K in Q1 2024. 18 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Buska Wealth Management held 3,871 shares of Innovator US Equity Buffer ETF July worth $210K as of Q2 2026.
Buska Wealth Management sold 475 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $25.2K.
Innovator US Equity Buffer ETF July made up 0.08% of Buska Wealth Management's portfolio in Q2 2026, its #74 holding.
Buska Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Innovator US Equity Buffer ETF July position peaked at $695K in Q1 2024.
18 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.