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

Evolution Wealth 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 		$10.5K Sell
211
-1,223
-85% -$62.1K 0.01% 508
2025
Q4 		$72.8K Sell
1,434
-1,496
-51% -$74.9K 0.06% 199
2025
Q3 		$146K Hold
2,930
– – 0.15% 114
2025
Q2 		$138K Buy
+2,930
New +$129K 0.17% 98

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

Evolution Wealth Management's BJUL Position: Q1 2026 in Review

Evolution Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 85% in Q1 2026, selling an estimated $62.1K and leaving 211 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #508.

Evolution Wealth Management first reported a position in BJUL in Q2 2025 and has held it in 4 quarters since. The position peaked at $146K in Q3 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Evolution Wealth Management held 211 shares of Innovator US Equity Buffer ETF July worth $10.5K as of Q1 2026.
  • Evolution Wealth Management sold 1,223 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $62.1K.
  • Innovator US Equity Buffer ETF July made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #508 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Innovator US Equity Buffer ETF July position peaked at $146K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.