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 Q2	$2.38M	Sell	43,841 -11,897	-21%	-$631K	﹤0.01%	3026
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 $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

Envestnet Asset Management's BJUL Position: Q2 2026 in Review

Envestnet Asset Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 21% in Q2 2026, selling an estimated $631K and leaving 43,841 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Envestnet Asset Management first reported a position in BJUL in Q1 2020 and has held it in 21 quarters since. The position peaked at $3M in Q3 2023. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Envestnet Asset Management held 43,841 shares of Innovator US Equity Buffer ETF July worth $2.38M as of Q2 2026.
Envestnet Asset Management sold 11,897 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $631K.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3026 holding.
Envestnet Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and has held it in 21 quarters since.
Envestnet Asset Management's Innovator US Equity Buffer ETF July position peaked at $3M in Q3 2023.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.