Clear Point Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Clear Point Advisors’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	-21,182	Closed	-$710K	–	100
2025 Q4	$710K	Sell	21,182 -1,101	-5%	-$36.3K	0.55%	51
2025 Q3	$728K	Hold	22,283	–	–	0.57%	53
2025 Q2	$712K	Hold	22,283	–	–	0.6%	47
2025 Q1	$649K	Hold	22,283	–	–	0.58%	49
2024 Q4	$617K	Sell	22,283 -1,085	-5%	-$30.8K	0.53%	56
2024 Q3	$687K	Hold	23,368	–	–	0.53%	49
2024 Q2	$657K	Hold	23,368	–	–	0.54%	48
2024 Q1	$659K	Sell	23,368 -102	-0.4%	-$2.79K	0.54%	51
2023 Q4	$637K	Buy	+23,470	New	+$607K	0.56%	46

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Point Advisors's IJUL Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2026, closing a stake of 21,182 shares — an estimated $710K sold.

Clear Point Advisors first reported a position in IJUL in Q4 2023 and held it in 9 quarters. The position peaked at $728K in Q3 2025. 109 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

Clear Point Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 21,182 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $710K.
Clear Point Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator International Developed Power Buffer ETF July position peaked at $728K in Q3 2025.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.