CA
BJUL icon

COFG Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

COFG Advisors’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 		$19.5M Sell
359,409
-1,915
-0.5% -$102K 3.37% 8
2026
Q1 		$18M Sell
361,324
-7,109
-2% -$361K 4.44% 6
2025
Q4 		$18.7M Buy
+368,433
New +$18.4M 4.62% 5

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

COFG Advisors's BJUL Position: Q2 2026 in Review

COFG Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.53% in Q2 2026, selling an estimated $102K and leaving 359,409 shares worth $19.5M. The position accounts for 3.37% of the portfolio, ranked #8.

COFG Advisors first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • COFG Advisors held 359,409 shares of Innovator US Equity Buffer ETF July worth $19.5M as of Q2 2026.
  • COFG Advisors sold 1,915 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $102K.
  • Innovator US Equity Buffer ETF July made up 3.37% of COFG Advisors's portfolio in Q2 2026, its #8 holding.
  • COFG Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.