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

FSA 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 		$1.83M Sell
36,875
-635
-2% -$32.3K 1.21% 19
2025
Q4 		$1.9M Sell
37,510
-89
-0.2% -$4.46K 1.32% 15
2025
Q3 		$1.87M Sell
37,599
-1,613
-4% -$78K 1.48% 15
2025
Q2 		$1.85M Sell
39,212
-1,839
-4% -$80.8K 1.5% 12
2025
Q1 		$1.77M Buy
41,051
+1,044
+3% +$46.7K 1.41% 10
2024
Q4 		$1.75M Sell
40,007
-1,911
-5% -$85K 2.14% 3
2024
Q3 		$1.83M Buy
41,918
+82
+0.2% +$3.48K 1.82% 6
2024
Q2 		$1.75M Buy
41,836
+1,286
+3% +$52.2K 1.82% 7
2024
Q1 		$1.64M Buy
40,550
+104
+0.3% +$4.04K 1.75% 9
2023
Q4 		$1.52M Buy
+40,446
New +$1.44M 1.88% 6

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