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

Cerity 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
2026 Q2	$8.99M	Buy	165,516 +3,482	+2%	+$185K	0.01%	821
2026 Q1	$8.05M	Sell	162,034 -2,167	-1%	-$110K	0.01%	800
2025 Q4	$8.34M	Sell	164,201 -9,315	-5%	-$466K	0.01%	716
2025 Q3	$8.62M	Buy	173,516 +23,660	+16%	+$1.14M	0.01%	643
2025 Q2	$7.06M	Buy	149,856 +10,619	+8%	+$467K	0.01%	669
2025 Q1	$6.01M	Sell	139,237 -6,909	-5%	-$309K	0.01%	669
2024 Q4	$6.51M	Sell	146,146 -3,170	-2%	-$141K	0.01%	625
2024 Q3	$6.52M	Buy	149,316 +49,578	+50%	+$2.1M	0.01%	612
2024 Q2	$4.17M	Buy	99,738 +54,255	+119%	+$2.2M	0.01%	662
2024 Q1	$1.83M	Sell	45,483 -2,458	-5%	-$95.5K	﹤0.01%	1006
2023 Q4	$1.8M	Buy	47,941 +5,671	+13%	+$202K	0.01%	796
2023 Q3	$1.46M	Buy	42,270 +10,705	+34%	+$379K	0.01%	659
2023 Q2	$1.11M	Sell	31,565 -45,568	-59%	-$1.52M	﹤0.01%	898
2023 Q1	$2.52M	Sell	77,133 -1,139,339	-94%	-$36.4M	0.01%	649
2022 Q4	$37.6M	Buy	+1,216,472	New	+$37.5M	0.24%	94

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Cerity Partners's BJUL Position: Q2 2026 in Review

Cerity Partners increased its Innovator US Equity Buffer ETF July (BJUL) stake by 2.1% in Q2 2026, buying an estimated $185K and bringing the position to 165,516 shares worth $8.99M. The position accounts for 0.01% of the portfolio, ranked #821.

Cerity Partners first reported a position in BJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.6M in Q4 2022. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Cerity Partners held 165,516 shares of Innovator US Equity Buffer ETF July worth $8.99M as of Q2 2026.
Cerity Partners bought 3,482 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $185K.
Innovator US Equity Buffer ETF July made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #821 holding.
Cerity Partners first reported a position in Innovator US Equity Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
Cerity Partners's Innovator US Equity Buffer ETF July position peaked at $37.6M in Q4 2022.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.