FMWA
IJUL icon

Forvis Mazars Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Sell
8,222
-1,885
-19% -$64.3K 0.01% 368
2025
Q4 		$339K Hold
10,107
– – 0.01% 336
2025
Q3 		$330K Sell
10,107
-1,838
-15% -$59.2K 0.01% 341
2025
Q2 		$382K Sell
11,945
-903
-7% -$27.4K 0.01% 329
2025
Q1 		$374K Sell
12,848
-12,089
-48% -$349K 0.01% 332
2024
Q4 		$691K Sell
24,937
-16,793
-40% -$476K 0.02% 262
2024
Q3 		$1.23M Sell
41,730
-32,321
-44% -$926K 0.03% 207
2024
Q2 		$2.08M Sell
74,051
-24,034
-25% -$676K 0.05% 157
2024
Q1 		$2.77M Sell
98,085
-12,078
-11% -$330K 0.07% 132
2023
Q4 		$2.99M Sell
110,163
-10,921
-9% -$283K 0.08% 120
2023
Q3 		$3.08M Buy
121,084
+55
+0% +$1.43K 0.09% 113
2023
Q2 		$3.18M Buy
121,029
+5,348
+5% +$138K 0.09% 131
2023
Q1 		$2.94M Sell
115,681
-1,945
-2% -$48.4K 0.1% 120
2022
Q4 		$2.8M Sell
117,626
-1,283
-1% -$29.4K 0.1% 116
2022
Q3 		$2.53M Buy
118,909
+7,315
+7% +$166K 0.1% 116
2022
Q2 		$2.54M Buy
+111,594
New +$2.62M 0.1% 111

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IJUL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 19% in Q1 2026, selling an estimated $64.3K and leaving 8,222 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #368.

Forvis Mazars Wealth Advisors first reported a position in IJUL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.18M in Q2 2023. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 8,222 shares of Innovator International Developed Power Buffer ETF July worth $277K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 1,885 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $64.3K.
  • Innovator International Developed Power Buffer ETF July made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #368 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $3.18M in Q2 2023.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.