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Daymark Wealth Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Daymark Wealth Partners’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
2025
Q1 		– Sell
-5,694
Closed -$254K – 502
2024
Q4 		$254K Hold
5,694
– – 0.01% 438
2024
Q3 		$249K Buy
+5,694
New +$241K 0.01% 465

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Daymark Wealth Partners's BJUL Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 5,694 shares — an estimated $254K sold.

Daymark Wealth Partners first reported a position in BJUL in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 105 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

  • Daymark Wealth Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 5,694 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $254K.
  • Daymark Wealth Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's Innovator US Equity Buffer ETF July position peaked at $254K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.