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

Evolution 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
2025
Q1 		– Sell
-5,695
Closed -$254K – 150
2024
Q4 		$254K Hold
5,695
– – 0.04% 119
2024
Q3 		$249K Buy
+5,695
New +$241K 0.04% 116

Other funds holding BJUL

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PCM
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IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Evolution Wealth Advisors's BJUL Position: Q1 2025 in Review

Evolution Wealth Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 5,695 shares — an estimated $254K sold.

Evolution Wealth Advisors first reported a position in BJUL in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 105 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

  • Evolution Wealth Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,695 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $254K.
  • Evolution Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Evolution Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $254K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on Evolution Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.