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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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

DHJJ Financial Advisors's BJUL Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.22% in Q1 2026, selling an estimated $2.54K and leaving 22,608 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #46.

DHJJ Financial Advisors first reported a position in BJUL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • DHJJ Financial Advisors held 22,608 shares of Innovator US Equity Buffer ETF July worth $1.12M as of Q1 2026.
  • DHJJ Financial Advisors sold 50 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $2.54K.
  • Innovator US Equity Buffer ETF July made up 0.37% of DHJJ Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Buffer ETF July position peaked at $1.15M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.