Cerity Partners’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Cerity Partners’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	–	Sell	-15,988	Closed	-$536K	–	3320
2025 Q4	$536K	Hold	15,988	–	–	﹤0.01%	2063
2025 Q3	$523K	Hold	15,988	–	–	﹤0.01%	1943
2025 Q2	$511K	Sell	15,988 -1,744	-10%	-$52.8K	﹤0.01%	1844
2025 Q1	$516K	Hold	17,732	–	–	﹤0.01%	1737
2024 Q4	$491K	Hold	17,732	–	–	﹤0.01%	1771
2024 Q3	$521K	Hold	17,732	–	–	﹤0.01%	1753
2024 Q2	$499K	Sell	17,732 -5,752	-24%	-$162K	﹤0.01%	1545
2024 Q1	$662K	Sell	23,484 -3,348	-12%	-$91.5K	﹤0.01%	1468
2023 Q4	$728K	Sell	26,832 -9,870	-27%	-$255K	﹤0.01%	1114
2023 Q3	$934K	Sell	36,702 -13,474	-27%	-$351K	﹤0.01%	778
2023 Q2	$1.32M	Sell	50,176 -16,637	-25%	-$431K	0.01%	839
2023 Q1	$1.7M	Sell	66,813 -1,271,874	-95%	-$31.6M	﹤0.01%	774
2022 Q4	$31.9M	Buy	+1,338,687	New	+$30.7M	0.2%	111

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

Cerity Partners's IJUL Position: Q1 2026 in Review

Cerity Partners sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2026, closing a stake of 15,988 shares — an estimated $536K sold.

Cerity Partners first reported a position in IJUL in Q4 2022 and held it in 13 quarters. The position peaked at $31.9M in Q4 2022. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

Cerity Partners reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 15,988 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $536K.
Cerity Partners first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2022 and held it in 13 quarters.
Cerity Partners's Innovator International Developed Power Buffer ETF July position peaked at $31.9M in Q4 2022.
108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.