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

IHT 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
Q3 		– Sell
-7,924
Closed -$253K – 1199
2025
Q2 		$253K Buy
+7,924
New +$240K 0.01% 969

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William Blair & Company
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SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IHT Wealth Management's IJUL Position: Q3 2025 in Review

IHT Wealth Management sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2025, closing a stake of 7,924 shares — an estimated $253K sold.

IHT Wealth Management first reported a position in IJUL in Q2 2025 and held it in 1 quarter. The position peaked at $253K in Q2 2025. 105 funds tracked by Wall St. Rank hold IJUL as of Q3 2025.

  • IHT Wealth Management reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 7,924 Innovator International Developed Power Buffer ETF July shares in Q3 2025, an estimated $253K.
  • IHT Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • IHT Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $253K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.