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Coldstream Capital Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-2,068
Closed -$60.2K – 2166
2025
Q1 		$60.2K Buy
+2,068
New +$59.7K ﹤0.01% 1608

Other funds holding IJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Coldstream Capital Management's IJUL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2025, closing a stake of 2,068 shares — an estimated $60.2K sold.

Coldstream Capital Management first reported a position in IJUL in Q1 2025 and held it in 1 quarter. The position peaked at $60.2K in Q1 2025. 91 funds tracked by Wall St. Rank hold IJUL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,068 Innovator International Developed Power Buffer ETF July shares in Q2 2025, an estimated $60.2K.
  • Coldstream Capital Management first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Innovator International Developed Power Buffer ETF July position peaked at $60.2K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.