Chapman Financial Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Chapman Financial Group’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	$481K	Sell	8,857 -10,035	-53%	-$533K	0.32%	81
2026 Q1	$939K	Sell	18,892 -962	-5%	-$48.9K	0.67%	40
2025 Q4	$1.01M	Sell	19,854 -641	-3%	-$32.1K	0.69%	41
2025 Q3	$1.02M	Hold	20,495	–	–	0.7%	40
2025 Q2	$966K	Buy	+20,495	New	+$901K	0.82%	41
2024 Q4	$1M	Buy	+22,546	New	+$1M	0.8%	41

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

Cerity Partners New York $82.7B AUM 28.53% 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

Chapman Financial Group's BJUL Position: Q2 2026 in Review

Chapman Financial Group reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 53% in Q2 2026, selling an estimated $533K and leaving 8,857 shares worth $481K. The position accounts for 0.32% of the portfolio, ranked #81.

Chapman Financial Group first reported a position in BJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Chapman Financial Group held 8,857 shares of Innovator US Equity Buffer ETF July worth $481K as of Q2 2026.
Chapman Financial Group sold 10,035 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $533K.
Innovator US Equity Buffer ETF July made up 0.32% of Chapman Financial Group's portfolio in Q2 2026, its #81 holding.
Chapman Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's Innovator US Equity Buffer ETF July position peaked at $1.02M in Q3 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.