Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CFS
CRA Financial Services’s
Innovator US Equity Buffer ETF July
BJUL
Stock Holding History
CRA Financial Services’s Portfolio
BJUL Stock Details
BJUL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$503K
Hold
10,115
–
–
0.07%
181
2025
Q4
$513K
Sell
10,115
-100
-1%
-$5.01K
0.07%
172
2025
Q3
$507K
Hold
10,215
–
–
0.07%
166
2025
Q2
$481K
Buy
10,215
+2,665
+35%
+$117K
0.07%
167
2025
Q1
$326K
Sell
7,550
-1,500
-17%
-$67.1K
0.06%
196
2024
Q4
$403K
Hold
9,050
–
–
0.07%
165
2024
Q3
$395K
Hold
9,050
–
–
0.07%
158
2024
Q2
$378K
Buy
9,050
+150
+2%
+$6.09K
0.08%
152
2024
Q1
$359K
Hold
8,900
–
–
0.08%
154
2023
Q4
$335K
Buy
8,900
+2,000
+29%
+$71.2K
0.08%
144
2023
Q3
$238K
Buy
+6,900
New
+$244K
0.07%
182
Other funds holding BJUL
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
CA
COFG Advisors
Oak Brook, Illinois
$404M AUM
IIA
Integral Investment Advisors
Turlock, California
$454M AUM
21.42%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
RIL
Rothschild Investment LLC
Chicago, Illinois
$1.91B AUM
24.37%
1-Year Est. Return
BA
Bellwether Advisors
Lincoln, Nebraska
$590M AUM
35.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close