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Farther Finance Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Farther Finance 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 		$552K Hold
11,065
– – 0.01% 1327
2025
Q4 		$562K Hold
11,065
– – 0.01% 1225
2025
Q3 		$549K Hold
11,065
– – 0.01% 1030
2025
Q2 		$521K Hold
11,065
– – 0.01% 887
2025
Q1 		$479K Buy
+11,065
New +$495K 0.01% 802

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

Farther Finance Advisors's BJUL Position: Q1 2026 in Review

Farther Finance Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 11,065 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #1327.

Farther Finance Advisors first reported a position in BJUL in Q1 2025 and has held it in 5 quarters since. The position peaked at $562K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Farther Finance Advisors held 11,065 shares of Innovator US Equity Buffer ETF July worth $552K as of Q1 2026.
  • Farther Finance Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF July made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1327 holding.
  • Farther Finance Advisors first reported a position in Innovator US Equity Buffer ETF July in Q1 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Innovator US Equity Buffer ETF July position peaked at $562K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.