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

Focus Financial Network’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	–	Sell	-4,089	Closed	-$203K	–	768
2026 Q1	$203K	Buy	4,089 +21	+0.5%	+$1.07K	0.01%	707
2025 Q4	$207K	Sell	4,068 -361	-8%	-$18.1K	0.01%	701
2025 Q3	$220K	Buy	+4,429	New	+$214K	0.01%	688

Other funds holding BJUL

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Global Trust Wealth Management West Palm Beach, Florida $145M AUM