James T. Borello’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

James T. Borello’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	$250K	Hold	6,906	–	–	0.05%	98
2026 Q2	$248K	Hold	6,906	–	–	0.05%	100
2026 Q1	$233K	Hold	6,906	–	–	0.06%	99
2025 Q4	$231K	Hold	6,906	–	–	0.06%	92
2025 Q3	$226K	Hold	6,906	–	–	0.06%	90
2025 Q2	$221K	Hold	6,906	–	–	0.06%	80
2025 Q1	$201K	Sell	6,906 -19,081	-73%	-$550K	0.06%	77
2024 Q4	$720K	Hold	25,987	–	–	0.27%	44
2024 Q3	$764K	Hold	25,987	–	–	0.31%	39
2024 Q2	$731K	Buy	25,987 +826	+3%	+$23.2K	0.32%	37
2024 Q1	$710K	Hold	25,161	–	–	0.32%	36
2023 Q4	$682K	Buy	+25,161	New	+$651K	0.56%	28

Other funds holding IJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

James T. Borello's IJUL Position: Q3 2026 in Review

James T. Borello held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q3 2026 at 6,906 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #98.

James T. Borello first reported a position in IJUL in Q4 2023 and has held it in 12 quarters since. The position peaked at $764K in Q3 2024. 56 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

James T. Borello held 6,906 shares of Innovator International Developed Power Buffer ETF July worth $250K as of Q3 2026.
James T. Borello left its Innovator International Developed Power Buffer ETF July share count unchanged in Q3 2026.
Innovator International Developed Power Buffer ETF July made up 0.05% of James T. Borello's portfolio in Q3 2026, its #98 holding.
James T. Borello first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Innovator International Developed Power Buffer ETF July position peaked at $764K in Q3 2024.
56 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.