EverSource Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

EverSource Wealth 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	$349K	Sell	7,025 -200	-3%	-$10.2K	0.01%	774
2025 Q4	$367K	Hold	7,225	–	–	0.01%	659
2025 Q3	$359K	Hold	7,225	–	–	0.01%	634
2025 Q2	$341K	Sell	7,225 -121	-2%	-$5.32K	0.02%	611
2025 Q1	$317K	Hold	7,346	–	–	0.02%	507
2024 Q4	$327K	Buy	7,346 +2,344	+47%	+$104K	0.02%	485
2024 Q3	$218K	Buy	5,002 +450	+10%	+$19.1K	0.01%	530
2024 Q2	$192K	Hold	4,552	–	–	0.01%	570
2024 Q1	$180K	Hold	4,552	–	–	0.01%	522
2023 Q4	$171K	Hold	4,552	–	–	0.02%	473
2023 Q3	$157K	Sell	4,552 -538	-11%	-$19K	0.02%	455
2023 Q2	$180K	Hold	5,090	–	–	0.02%	420
2023 Q1	$166K	Hold	5,090	–	–	0.02%	407
2022 Q4	$157K	Hold	5,090	–	–	0.02%	388
2022 Q3	$148K	Buy	+5,090	New	+$159K	0.03%	347

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

EverSource Wealth Advisors's BJUL Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 2.8% in Q1 2026, selling an estimated $10.2K and leaving 7,025 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #774.

EverSource Wealth Advisors first reported a position in BJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $367K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

EverSource Wealth Advisors held 7,025 shares of Innovator US Equity Buffer ETF July worth $349K as of Q1 2026.
EverSource Wealth Advisors sold 200 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $10.2K.
Innovator US Equity Buffer ETF July made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #774 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $367K in Q4 2025.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.