DHJJ Financial Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

DHJJ Financial Advisors’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	$1.19M	Sell	21,825 -783	-3%	-$41.6K	0.34%	51
2026 Q1	$1.12M	Sell	22,608 -50	-0.2%	-$2.54K	0.37%	46
2025 Q4	$1.15M	Sell	22,658 -195	-0.9%	-$9.77K	0.38%	47
2025 Q3	$1.13M	Buy	22,853 +1,485	+7%	+$71.8K	0.38%	47
2025 Q2	$1.01M	Buy	21,368 +1,161	+6%	+$51K	0.36%	51
2025 Q1	$872K	Sell	20,207 -1,165	-5%	-$52.1K	0.35%	51
2024 Q4	$952K	Sell	21,372 -130	-0.6%	-$5.79K	0.37%	50
2024 Q3	$939K	Buy	21,502 +1,173	+6%	+$49.7K	0.37%	50
2024 Q2	$849K	Sell	20,329 -6,103	-23%	-$248K	0.36%	51
2024 Q1	$1.07M	Sell	26,432 -405	-2%	-$15.7K	0.47%	42
2023 Q4	$1.01M	Sell	26,837 -435	-2%	-$15.5K	0.47%	43
2023 Q3	$940K	Buy	27,272 +2,119	+8%	+$75K	0.48%	42
2023 Q2	$887K	Sell	25,153 -185	-0.7%	-$6.17K	0.46%	46
2023 Q1	$827K	Sell	25,338 -993	-4%	-$31.7K	0.45%	48
2022 Q4	$814K	Sell	26,331 -1,347	-5%	-$41.5K	0.47%	48
2022 Q3	$807K	Buy	27,678 +4,193	+18%	+$131K	0.47%	49
2022 Q2	$772K	Sell	23,485 -50	-0.2%	-$1.55K	0.43%	49
2022 Q1	$776K	Sell	23,535 -175	-0.7%	-$5.67K	0.37%	58
2021 Q4	$791K	Hold	23,710	–	–	0.37%	57
2021 Q3	$749K	Buy	23,710 +4,977	+27%	+$159K	0.39%	54
2021 Q2	$588K	Sell	18,733 -100	-0.5%	-$3.12K	0.31%	62
2021 Q1	$583K	Sell	18,833 -50	-0.3%	-$1.52K	0.34%	57
2020 Q4	$569K	Buy	+18,883	New	+$553K	0.36%	55

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

DHJJ Financial Advisors's BJUL Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 3.5% in Q2 2026, selling an estimated $41.6K and leaving 21,825 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #51.

DHJJ Financial Advisors first reported a position in BJUL in Q4 2020 and has held it in 23 quarters since. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

DHJJ Financial Advisors held 21,825 shares of Innovator US Equity Buffer ETF July worth $1.19M as of Q2 2026.
DHJJ Financial Advisors sold 783 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $41.6K.
Innovator US Equity Buffer ETF July made up 0.34% of DHJJ Financial Advisors's portfolio in Q2 2026, its #51 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2020 and has held it in 23 quarters since.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.