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Global Trust Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Global Trust Wealth Management’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
Q2 		$743K Sell
13,675
-10,775
-44% -$572K 0.51% 48
2026
Q1 		$1.21M Hold
24,450
– – 0.92% 33
2025
Q4 		$1.24M Buy
+24,450
New +$1.22M 0.92% 31

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Trust Wealth Management's BJUL Position: Q2 2026 in Review

Global Trust Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 44% in Q2 2026, selling an estimated $572K and leaving 13,675 shares worth $743K. The position accounts for 0.51% of the portfolio, ranked #48.

Global Trust Wealth Management first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Global Trust Wealth Management held 13,675 shares of Innovator US Equity Buffer ETF July worth $743K as of Q2 2026.
  • Global Trust Wealth Management sold 10,775 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $572K.
  • Innovator US Equity Buffer ETF July made up 0.51% of Global Trust Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Global Trust Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's Innovator US Equity Buffer ETF July position peaked at $1.24M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.