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

Jessup 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
Q1 		– Sell
-7
Closed -$368 – 112
2025
Q4 		$368 Buy
+7
New +$351 ﹤0.01% 363

Other funds holding BJUL

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IIA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Jessup Wealth Management's BJUL Position: Q1 2026 in Review

Jessup Wealth Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2026, closing a stake of 7 shares — an estimated $368 sold.

Jessup Wealth Management first reported a position in BJUL in Q4 2025 and held it in 1 quarter. The position peaked at $368 in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Jessup Wealth Management reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 7 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $368.
  • Jessup Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Innovator US Equity Buffer ETF July position peaked at $368 in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.