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Foundations Investment Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Foundations Investment 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 		$275K Buy
5,540
+8
+0.1% +$406 ﹤0.01% 946
2025
Q4 		$281K Buy
5,532
+128
+2% +$6.41K ﹤0.01% 918
2025
Q3 		$268K Buy
+5,404
New +$261K ﹤0.01% 895
2023
Q4 		– Sell
-207,051
Closed -$7.14M – 674
2023
Q3 		$7.14M Buy
+207,051
New +$7.33M 0.22% 87

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 $79.5B AUM 27.1% 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

Foundations Investment Advisors's BJUL Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Buffer ETF July (BJUL) stake by 0.14% in Q1 2026, buying an estimated $406 and bringing the position to 5,540 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Foundations Investment Advisors first reported a position in BJUL in Q3 2023 and has held it in 4 quarters since. The position peaked at $7.14M in Q3 2023. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Foundations Investment Advisors held 5,540 shares of Innovator US Equity Buffer ETF July worth $275K as of Q1 2026.
  • Foundations Investment Advisors bought 8 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $406.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #946 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Buffer ETF July position peaked at $7.14M in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.