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HFG Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

HFG Wealth Management’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,823
Closed -$272K – 51
2025
Q1 		$272K Sell
9,823
-76,226
-89% -$2.2M 0.16% 44
2024
Q4 		$2.53M Sell
86,049
-27,066
-24% -$768K 1.64% 18
2024
Q3 		$3.18M Hold
113,115
– – 2.03% 17
2024
Q2 		$3.18M Sell
113,115
-236,566
-68% -$6.65M 2.03% 17
2024
Q1 		$9.86M Buy
349,681
+43,311
+14% +$1.18M 5.81% 9
2023
Q4 		$8.31M Buy
+306,370
New +$7.93M 2.04% 15
2023
Q1 		$547K Buy
+21,559
New +$536K 0.11% 55

Other funds holding IJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

HFG Wealth Management's IJUL Position: Q2 2025 in Review

HFG Wealth Management sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2025, closing a stake of 9,823 shares — an estimated $272K sold.

HFG Wealth Management first reported a position in IJUL in Q1 2023 and held it in 7 quarters. The position peaked at $9.86M in Q1 2024. 91 funds tracked by Wall St. Rank hold IJUL as of Q2 2025.

  • HFG Wealth Management reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • HFG Wealth Management sold 9,823 Innovator International Developed Power Buffer ETF July shares in Q2 2025, an estimated $272K.
  • HFG Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2023 and held it in 7 quarters.
  • HFG Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $9.86M in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2025.

Based on HFG Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.