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Castleview Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-600
Closed -$26.7K – 216
2024
Q4 		$26.7K Hold
600
– – 0.01% 429
2024
Q3 		$26.2K Hold
600
– – 0.02% 409
2024
Q2 		$25.1K Hold
600
– – 0.01% 410
2024
Q1 		$24.2K Hold
600
– – 0.01% 440
2023
Q4 		$22.6K Hold
600
– – 0.02% 417
2023
Q3 		$20.7K Hold
600
– – 0.02% 357
2023
Q2 		$21.2K Hold
600
– – 0.02% 352
2023
Q1 		$19.6K Hold
600
– – 0.02% 350
2022
Q4 		$18.5K Sell
600
-759
-56% -$23.4K 0.02% 304
2022
Q3 		$40K Buy
1,359
+30
+2% +$938 0.04% 277
2022
Q2 		$39K Sell
1,329
-30
-2% -$932 0.03% 334
2022
Q1 		$44K Sell
1,359
-43,997
-97% -$1.43M 0.03% 361
2021
Q4 		$1.36K Buy
+45,356
New +$1.48M 0.01% 345
2021
Q2 		$43K Buy
+1,359
New +$42.4K 0.02% 442

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Castleview Partners's BJUL Position: Q1 2025 in Review

Castleview Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 600 shares — an estimated $26.7K sold.

Castleview Partners first reported a position in BJUL in Q2 2021 and held it in 14 quarters. The position peaked at $44K in Q1 2022. 105 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

  • Castleview Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 600 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $26.7K.
  • Castleview Partners first reported a position in Innovator US Equity Buffer ETF July in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's Innovator US Equity Buffer ETF July position peaked at $44K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.