BFC Planning, Inc.’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

BFC Planning, Inc.’s Portfolio EJUL Stock Details EJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.9K	Hold	317	–	–	﹤0.01%	2382
2026 Q2	$9.9K	Buy	317 +122	+63%	+$3.77K	﹤0.01%	2375
2026 Q1	$5.83K	Buy	195 +38	+24%	+$1.14K	﹤0.01%	2251
2025 Q4	$4.66K	Buy	+157	New	+$4.59K	﹤0.01%	2382

Other funds holding EJUL

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Investment Management Corporation Roanoke, Virginia $127M AUM 12.34% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

BFC Planning, Inc.'s EJUL Position: Q3 2026 in Review

BFC Planning, Inc. held its Innovator Emerging Markets Power Buffer ETF July (EJUL) position steady in Q3 2026 at 317 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

BFC Planning, Inc. first reported a position in EJUL in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.9K in Q2 2026. 79 funds tracked by Wall St. Rank hold EJUL as of Q3 2026.

BFC Planning, Inc. held 317 shares of Innovator Emerging Markets Power Buffer ETF July worth $9.9K as of Q3 2026.
BFC Planning, Inc. left its Innovator Emerging Markets Power Buffer ETF July share count unchanged in Q3 2026.
Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2382 holding.
BFC Planning, Inc. first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Innovator Emerging Markets Power Buffer ETF July position peaked at $9.9K in Q2 2026.
79 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.