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BFC Planning, Inc.’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

BFC Planning, Inc.’s Portfolio JULJ Stock Details JULJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.16K Buy
128
+2
+2% +$50 ﹤0.01% 2854
2026
Q1 		$3.12K Buy
126
+2
+2% +$50 ﹤0.01% 2481
2025
Q4 		$3.09K Buy
124
+2
+2% +$50 ﹤0.01% 2505
2025
Q3 		$3.06K Buy
122
+1
+0.8% +$25 ﹤0.01% 2349
2025
Q2 		$3K Buy
121
+2
+2% +$50 ﹤0.01% 2214
2025
Q1 		$2.96K Buy
+119
New +$2.98K ﹤0.01% 2202

Other funds holding JULJ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM

BFC Planning, Inc.'s JULJ Position: Q2 2026 in Review

BFC Planning, Inc. increased its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 1.6% in Q2 2026, buying an estimated $50 and bringing the position to 128 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

BFC Planning, Inc. first reported a position in JULJ in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold JULJ as of Q2 2026.

  • BFC Planning, Inc. held 128 shares of Innovator Premium Income 30 Barrier ETF July worth $3.16K as of Q2 2026.
  • BFC Planning, Inc. bought 2 Innovator Premium Income 30 Barrier ETF July shares in Q2 2026, an estimated $50.
  • Innovator Premium Income 30 Barrier ETF July made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2854 holding.
  • BFC Planning, Inc. first reported a position in Innovator Premium Income 30 Barrier ETF July in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.