IFG
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Independent Financial Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Independent Financial Group’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
2026
Q3 		$2.42M Sell
67,076
-28
-0% -$1.02K 0.04% 400
2026
Q2 		$2.41M Sell
67,104
-1,564
-2% -$54.9K 0.05% 398
2026
Q1 		$2.32M Hold
68,668
– – 0.05% 365
2025
Q4 		$2.3M Hold
68,668
– – 0.05% 355
2025
Q3 		$2.24M Buy
68,668
+2,194
+3% +$70.6K 0.05% 350
2025
Q2 		$2.12M Sell
66,474
-69
-0.1% -$2.09K 0.06% 320
2025
Q1 		$1.94M Sell
66,543
-885
-1% -$25.5K 0.07% 289
2024
Q4 		$1.87M Sell
67,428
-12,394
-16% -$352K 0.06% 312
2024
Q3 		$2.35M Buy
79,822
+2,341
+3% +$67.1K 0.09% 238
2024
Q2 		$2.18M Buy
77,481
+225
+0.3% +$6.33K 0.09% 221
2024
Q1 		$2.18M Sell
77,256
-300
-0.4% -$8.2K 0.1% 201
2023
Q4 		$2.1M Sell
77,556
-220
-0.3% -$5.69K 0.11% 199
2023
Q3 		$1.98M Buy
77,776
+3,800
+5% +$98.9K 0.13% 186
2023
Q2 		$1.94M Sell
73,976
-809
-1% -$20.9K 0.13% 168
2023
Q1 		$1.9M Hold
74,785
– – 0.15% 150
2022
Q4 		$1.78M Hold
74,785
– – 0.15% 134
2022
Q3 		$1.59M Buy
+74,785
New +$1.7M 0.14% 138

Other funds holding IJUL

HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Independent Financial Group's IJUL Position: Q3 2026 in Review

Independent Financial Group reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 0.04% in Q3 2026, selling an estimated $1.02K and leaving 67,076 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #400.

Independent Financial Group first reported a position in IJUL in Q3 2022 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

  • Independent Financial Group held 67,076 shares of Innovator International Developed Power Buffer ETF July worth $2.42M as of Q3 2026.
  • Independent Financial Group sold 28 Innovator International Developed Power Buffer ETF July shares in Q3 2026, an estimated $1.02K.
  • Innovator International Developed Power Buffer ETF July made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #400 holding.
  • Independent Financial Group first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and has held it in 17 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.