Comprehensive Financial Planning’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Comprehensive Financial Planning’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 Q3	$12K	Hold	217	–	–	0.01%	255
2026 Q2	$11.8K	Hold	217	–	–	0.01%	273
2026 Q1	$10.8K	Hold	217	–	–	0.01%	261
2025 Q4	$11K	Sell	217 -5	-2%	-$250	0.01%	252
2025 Q3	$11K	Sell	222 -6,502	-97%	-$314K	0.01%	240
2025 Q2	$317K	Buy	6,724 +275	+4%	+$12.1K	0.25%	83
2025 Q1	$278K	Sell	6,449 -157	-2%	-$7.02K	0.27%	73
2024 Q4	$294K	Buy	+6,606	New	+$294K	0.25%	73

Other funds holding BJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Comprehensive Financial Planning's BJUL Position: Q3 2026 in Review

Comprehensive Financial Planning held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q3 2026 at 217 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #255.

Comprehensive Financial Planning first reported a position in BJUL in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q2 2025. 50 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

Comprehensive Financial Planning held 217 shares of Innovator US Equity Buffer ETF July worth $12K as of Q3 2026.
Comprehensive Financial Planning left its Innovator US Equity Buffer ETF July share count unchanged in Q3 2026.
Innovator US Equity Buffer ETF July made up 0.01% of Comprehensive Financial Planning's portfolio in Q3 2026, its #255 holding.
Comprehensive Financial Planning first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 8 quarters since.
Comprehensive Financial Planning's Innovator US Equity Buffer ETF July position peaked at $317K in Q2 2025.
50 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on Comprehensive Financial Planning's 13F filing for Q3 2026, filed 27 Oct 2026.