IMG Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

IMG Wealth Management’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 Q2	$664K	Sell	12,232 -3,435	-22%	-$182K	0.37%	37
2026 Q1	$778K	Hold	15,667	–	–	0.5%	34
2025 Q4	$795K	Hold	15,667	–	–	0.51%	31
2025 Q3	$778K	Buy	+15,667	New	+$758K	0.53%	27
2025 Q2	–	Sell	-3,587	Closed	-$155K	–	489
2025 Q1	$155K	Sell	3,587 -272	-7%	-$12.2K	0.14%	84
2024 Q4	$172K	Buy	+3,859	New	+$172K	0.16%	76

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IMG Wealth Management's BJUL Position: Q2 2026 in Review

IMG Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 22% in Q2 2026, selling an estimated $182K and leaving 12,232 shares worth $664K. The position accounts for 0.37% of the portfolio, ranked #37.

IMG Wealth Management first reported a position in BJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $795K in Q4 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

IMG Wealth Management held 12,232 shares of Innovator US Equity Buffer ETF July worth $664K as of Q2 2026.
IMG Wealth Management sold 3,435 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $182K.
Innovator US Equity Buffer ETF July made up 0.37% of IMG Wealth Management's portfolio in Q2 2026, its #37 holding.
IMG Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's Innovator US Equity Buffer ETF July position peaked at $795K in Q4 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.