Creative Financial Designs’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Creative Financial Designs’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 Q1	$24.8K	Hold	500	–	–	﹤0.01%	1136
2025 Q4	$25.4K	Hold	500	–	–	﹤0.01%	1088
2025 Q3	$24.8K	Hold	500	–	–	﹤0.01%	1085
2025 Q2	$23.6K	Hold	500	–	–	﹤0.01%	1089
2025 Q1	$21.6K	Hold	500	–	–	﹤0.01%	1065
2024 Q4	$22.3K	Hold	500	–	–	﹤0.01%	1021
2024 Q3	$21.8K	Sell	500 -4,000	-89%	-$170K	﹤0.01%	1010
2024 Q2	$188K	Hold	4,500	–	–	0.02%	443
2024 Q1	$181K	Hold	4,500	–	–	0.02%	438
2023 Q4	$169K	Buy	4,500 +500	+13%	+$17.8K	0.02%	421
2023 Q3	$138K	Buy	+4,000	New	+$142K	0.02%	431

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Creative Financial Designs's BJUL Position: Q1 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 500 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Creative Financial Designs first reported a position in BJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $188K in Q2 2024. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Creative Financial Designs held 500 shares of Innovator US Equity Buffer ETF July worth $24.8K as of Q1 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1136 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's Innovator US Equity Buffer ETF July position peaked at $188K in Q2 2024.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.