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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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Heritage Wealth Partners's BJUL Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 6,164 shares — an estimated $275K sold.

Heritage Wealth Partners first reported a position in BJUL in Q3 2024 and held it in 2 quarters. The position peaked at $3.04M in Q3 2024. 106 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 6,164 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $275K.
  • Heritage Wealth Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Partners's Innovator US Equity Buffer ETF July position peaked at $3.04M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.