IFP Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

IFP Advisors’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 Q3	$89.7K	Sell	1,619 -10	-0.6%	-$551	﹤0.01%	2034
2026 Q2	$88.5K	Sell	1,629 -40	-2%	-$2.12K	﹤0.01%	2062
2026 Q1	$82.9K	Sell	1,669 -15	-0.9%	-$762	﹤0.01%	1965
2025 Q4	$85.5K	Buy	1,684 +6	+0.4%	+$300	﹤0.01%	1892
2025 Q3	$83.3K	Sell	1,678 -1,350	-45%	-$65.3K	﹤0.01%	1801
2025 Q2	$143K	Sell	3,028 -208	-6%	-$9.14K	﹤0.01%	1440
2025 Q1	$140K	Hold	3,236	–	–	﹤0.01%	1343
2024 Q4	$144K	Hold	3,236	–	–	﹤0.01%	1299
2024 Q3	$141K	Buy	3,236 +652	+25%	+$27.6K	0.01%	1260
2024 Q2	$108K	Hold	2,584	–	–	﹤0.01%	1333
2024 Q1	$104K	Sell	2,584 -150	-5%	-$5.83K	﹤0.01%	1271
2023 Q4	$103K	Buy	2,734 +75	+3%	+$2.67K	﹤0.01%	1231
2023 Q3	$91.7K	Buy	2,659 +750	+39%	+$26.5K	﹤0.01%	1297
2023 Q2	$67.3K	Sell	1,909 -59	-3%	-$1.97K	﹤0.01%	1483
2023 Q1	$50.4K	Sell	1,968 -8,507	-81%	-$272K	﹤0.01%	1570
2022 Q4	$270K	Hold	10,475	–	–	0.01%	1189
2022 Q3	$270K	Buy	10,475 +1,600	+18%	+$50K	0.01%	1247
2022 Q2	$230K	Hold	8,875	–	–	0.01%	1204
2022 Q1	$230K	Buy	8,875 +6,907	+351%	+$224K	0.01%	1204
2021 Q4	$66K	Hold	1,968	–	–	﹤0.01%	1451
2021 Q3	$62K	Hold	1,968	–	–	﹤0.01%	1495
2021 Q2	$62K	Buy	1,968 +1,909	+3,236%	+$59.6K	﹤0.01%	1422
2021 Q1	$2K	Sell	59 -187,844	-100%	-$5.72M	﹤0.01%	2643
2020 Q4	$5.65M	Buy	187,903 +186,244	+11,226%	+$5.45M	0.23%	71
2020 Q3	$49K	Hold	1,659	–	–	﹤0.01%	1302
2020 Q2	$44K	Buy	1,659 +1,600	+2,712%	+$41.6K	﹤0.01%	1273
2020 Q1	$1K	Sell	59 -1,000	-94%	-$26.5K	﹤0.01%	2492
2019 Q4	$30K	Sell	1,059 -3,000	-74%	-$80.5K	﹤0.01%	1451
2019 Q3	$106K	Buy	+4,059	New	+$105K	0.01%	1031

Other funds holding BJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's BJUL Position: Q3 2026 in Review

IFP Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.61% in Q3 2026, selling an estimated $551 and leaving 1,619 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

IFP Advisors first reported a position in BJUL in Q3 2019 and has held it in 29 quarters since. The position peaked at $5.65M in Q4 2020. 78 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

IFP Advisors held 1,619 shares of Innovator US Equity Buffer ETF July worth $89.7K as of Q3 2026.
IFP Advisors sold 10 Innovator US Equity Buffer ETF July shares in Q3 2026, an estimated $551.
Innovator US Equity Buffer ETF July made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2034 holding.
IFP Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and has held it in 29 quarters since.
IFP Advisors's Innovator US Equity Buffer ETF July position peaked at $5.65M in Q4 2020.
78 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.