Keating Financial Advisory Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Keating Financial Advisory Services’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	$88K	Buy	1,621 +774	+91%	+$41.1K	0.01%	535
2026 Q1	$42.1K	Hold	847	–	–	0.01%	662
2025 Q4	$43K	Buy	+847	New	+$42.4K	0.01%	686

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 $67.3B AUM 21.9% 1-Year Est. Return

Keating Financial Advisory Services's BJUL Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Innovator US Equity Buffer ETF July (BJUL) stake by 91% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,621 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #535.

Keating Financial Advisory Services first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Keating Financial Advisory Services held 1,621 shares of Innovator US Equity Buffer ETF July worth $88K as of Q2 2026.
Keating Financial Advisory Services bought 774 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $41.1K.
Innovator US Equity Buffer ETF July made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #535 holding.
Keating Financial Advisory Services first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.