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 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

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

Comprehensive Financial Planning's BJUL Position: Q2 2026 in Review

Comprehensive Financial Planning held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 217 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #273.

Comprehensive Financial Planning first reported a position in BJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q2 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Comprehensive Financial Planning held 217 shares of Innovator US Equity Buffer ETF July worth $11.8K as of Q2 2026.
Comprehensive Financial Planning left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #273 holding.
Comprehensive Financial Planning first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Innovator US Equity Buffer ETF July position peaked at $317K in Q2 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.