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

Financial Network 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
2026
Q1 		$67.9K Buy
1,366
+803
+143% +$40.8K 0.07% 226
2025
Q4 		$28.6K Hold
563
– – 0.03% 344
2025
Q3 		$28K Hold
563
– – 0.03% 340
2025
Q2 		$26.5K Hold
563
– – 0.03% 330
2025
Q1 		$24.3K Hold
563
– – 0.03% 321
2024
Q4 		$25.1K Sell
563
-146
-21% -$6.5K 0.05% 258
2024
Q3 		$31K Hold
709
– – 0.03% 331
2024
Q2 		$29.6K Buy
+709
New +$28.8K 0.02% 359

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