Capital Analysts LLC’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Capital Analysts LLC’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 Q1	$179K	Hold	5,309	–	–	﹤0.01%	663
2025 Q4	$178K	Hold	5,309	–	–	﹤0.01%	637
2025 Q3	$174K	Buy	5,309 +784	+17%	+$25.2K	0.01%	617
2025 Q2	$145K	Hold	4,525	–	–	﹤0.01%	590
2025 Q1	$132K	Buy	+4,525	New	+$131K	﹤0.01%	585
2022 Q1	–	Sell	-815	Closed	-$20K	–	983
2021 Q4	$20K	Hold	815	–	–	﹤0.01%	711
2021 Q3	$20K	Hold	815	–	–	﹤0.01%	699
2021 Q2	$20K	Buy	+815	New	+$19.9K	﹤0.01%	668

Other funds holding IJUL

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Analysts LLC's IJUL Position: Q1 2026 in Review

Capital Analysts LLC held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q1 2026 at 5,309 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Capital Analysts LLC first reported a position in IJUL in Q2 2021 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

Capital Analysts LLC held 5,309 shares of Innovator International Developed Power Buffer ETF July worth $179K as of Q1 2026.
Capital Analysts LLC left its Innovator International Developed Power Buffer ETF July share count unchanged in Q1 2026.
Innovator International Developed Power Buffer ETF July made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #663 holding.
Capital Analysts LLC first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2021 and has held it in 8 quarters since.
108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.