Cetera Investment Advisers
BJUL icon

Cetera Investment Advisers’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Cetera Investment Advisers’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
Q1 		$4.97M Sell
99,966
-21,847
-18% -$1.11M 0.01% 1506
2025
Q4 		$6.18M Buy
121,813
+1,413
+1% +$70.8K 0.01% 1315
2025
Q3 		$5.98M Buy
120,400
+38,303
+47% +$1.85M 0.01% 1296
2025
Q2 		$3.87M Sell
82,097
-5,931
-7% -$261K 0.01% 1357
2025
Q1 		$3.8M Buy
88,028
+21,727
+33% +$972K 0.01% 1288
2024
Q4 		$2.95M Sell
66,301
-6,718
-9% -$299K 0.01% 1370
2024
Q3 		$3.19M Buy
73,019
+19,206
+36% +$814K 0.01% 1279
2024
Q2 		$2.25M Buy
53,813
+2,282
+4% +$92.7K 0.01% 1468
2024
Q1 		$2.08M Buy
+51,531
New +$2M ﹤0.01% 1518
2022
Q3 		– Sell
-21,672
Closed -$653K – 1751
2022
Q2 		$653K Buy
+21,672
New +$674K 0.01% 960

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return