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Cape Investment Advisory’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Cape Investment Advisory’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
Q3 		$14.5K Hold
400
– – ﹤0.01% 797
2026
Q2 		$14.4K Buy
+400
New +$14K ﹤0.01% 783
2026
Q1 		– Sell
-400
Closed -$13.4K – 674
2025
Q4 		$13.4K Buy
+400
New +$13.2K ﹤0.01% 690

Other funds holding IJUL

HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Cape Investment Advisory's IJUL Position: Q3 2026 in Review

Cape Investment Advisory held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q3 2026 at 400 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Cape Investment Advisory first reported a position in IJUL in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

  • Cape Investment Advisory held 400 shares of Innovator International Developed Power Buffer ETF July worth $14.5K as of Q3 2026.
  • Cape Investment Advisory left its Innovator International Developed Power Buffer ETF July share count unchanged in Q3 2026.
  • Innovator International Developed Power Buffer ETF July made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #797 holding.
  • Cape Investment Advisory first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.