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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
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

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Independent Financial Group's IJUL Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 2.3% in Q2 2026, selling an estimated $54.9K and leaving 67,104 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #398.

Independent Financial Group first reported a position in IJUL in Q3 2022 and has held it in 16 quarters since. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • Independent Financial Group held 67,104 shares of Innovator International Developed Power Buffer ETF July worth $2.41M as of Q2 2026.
  • Independent Financial Group sold 1,564 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $54.9K.
  • Innovator International Developed Power Buffer ETF July made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #398 holding.
  • Independent Financial Group first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • 109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.