HWP
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Heritage Wealth Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		– Sell
-6,164
Closed -$275K – 66
2024
Q4 		$275K Sell
6,164
-63,500
-91% -$2.83M 0.34% 53
2024
Q3 		$3.04M Buy
+69,664
New +$2.95M 3.58% 8

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WIM
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RIL
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WP
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