EWM
BJUL icon

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
Q2 		$11.5K Hold
211
– – 0.01% 558
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 $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evolution Wealth Management's BJUL Position: Q2 2026 in Review

Evolution Wealth Management held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 211 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #558.

Evolution Wealth Management first reported a position in BJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $146K in Q3 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Evolution Wealth Management held 211 shares of Innovator US Equity Buffer ETF July worth $11.5K as of Q2 2026.
  • Evolution Wealth Management left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF July made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Innovator US Equity Buffer ETF July position peaked at $146K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.