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EverSource Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

EverSource Wealth Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$8.17K – 4343
2025
Q3 		$8.17K Buy
+250
New +$8.05K ﹤0.01% 2929

Other funds holding IJUL

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EverSource Wealth Advisors's IJUL Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2025, closing a stake of 250 shares — an estimated $8.17K sold.

EverSource Wealth Advisors first reported a position in IJUL in Q3 2025 and held it in 1 quarter. The position peaked at $8.17K in Q3 2025. 111 funds tracked by Wall St. Rank hold IJUL as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 250 Innovator International Developed Power Buffer ETF July shares in Q4 2025, an estimated $8.17K.
  • EverSource Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $8.17K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.