Envestnet Asset Management
BJUL icon

Envestnet Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Envestnet Asset Management’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 		$2.77M Buy
55,738
+2,286
+4% +$116K ﹤0.01% 2764
2025
Q4 		$2.71M Sell
53,452
-4,213
-7% -$211K ﹤0.01% 2608
2025
Q3 		$2.86M Buy
57,665
+10,151
+21% +$491K ﹤0.01% 2641
2025
Q2 		$2.24M Sell
47,514
-8,802
-16% -$387K ﹤0.01% 2751
2025
Q1 		$2.43M Sell
56,316
-4,085
-7% -$183K ﹤0.01% 2593
2024
Q4 		$2.69M Sell
60,401
-4,672
-7% -$208K ﹤0.01% 2518
2024
Q3 		$2.84M Buy
65,073
+12,161
+23% +$516K ﹤0.01% 2449
2024
Q2 		$2.21M Buy
52,912
+2,611
+5% +$106K ﹤0.01% 2535
2024
Q1 		$2.03M Sell
50,301
-7,823
-13% -$304K ﹤0.01% 2560
2023
Q4 		$2.19M Sell
58,124
-28,893
-33% -$1.03M ﹤0.01% 2415
2023
Q3 		$3M Buy
87,017
+14,975
+21% +$530K ﹤0.01% 2134
2023
Q2 		$2.54M Buy
72,042
+6,786
+10% +$226K ﹤0.01% 2131
2023
Q1 		$2.13M Buy
65,256
+16,581
+34% +$530K ﹤0.01% 2165
2022
Q4 		$1.5M Buy
48,675
+26,456
+119% +$815K ﹤0.01% 2352
2022
Q3 		$648K Buy
22,219
+9,931
+81% +$311K ﹤0.01% 2859
2022
Q2 		$370K Buy
12,288
+976
+9% +$30.3K ﹤0.01% 3232
2022
Q1 		$373K Buy
11,312
+1,557
+16% +$50.4K ﹤0.01% 3307
2021
Q4 		$326K Buy
9,755
+1,148
+13% +$37.5K ﹤0.01% 3356
2021
Q3 		$272K Buy
+8,607
New +$275K ﹤0.01% 3346
2020
Q2 		– Sell
-12,451
Closed -$296K – 3078
2020
Q1 		$296K Buy
+12,451
New +$330K ﹤0.01% 2554

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

Envestnet Asset Management's BJUL Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Buffer ETF July (BJUL) stake by 4.3% in Q1 2026, buying an estimated $116K and bringing the position to 55,738 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Envestnet Asset Management first reported a position in BJUL in Q1 2020 and has held it in 20 quarters since. The position peaked at $3M in Q3 2023. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Envestnet Asset Management held 55,738 shares of Innovator US Equity Buffer ETF July worth $2.77M as of Q1 2026.
  • Envestnet Asset Management bought 2,286 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $116K.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2764 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and has held it in 20 quarters since.
  • Envestnet Asset Management's Innovator US Equity Buffer ETF July position peaked at $3M in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.