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

Kestra 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 Q3	$2.73M	Buy	49,241 +9,372	+24%	+$516K	0.01%	1242
2026 Q2	$2.17M	Buy	39,869 +4,538	+13%	+$241K	0.01%	1295
2026 Q1	$1.76M	Sell	35,331 -797	-2%	-$40.5K	0.01%	1383
2025 Q4	$1.83M	Buy	36,128 +3,229	+10%	+$162K	0.01%	1270
2025 Q3	$1.63M	Sell	32,899 -20,480	-38%	-$990K	0.01%	1271
2025 Q2	$2.52M	Buy	53,379 +20,491	+62%	+$901K	0.01%	964
2025 Q1	$1.42M	Sell	32,888 -16,161	-33%	-$723K	0.01%	1166
2024 Q4	$2.19M	Buy	49,049 +18,990	+63%	+$845K	0.01%	954
2024 Q3	$1.31M	Sell	30,059 -22,573	-43%	-$957K	0.01%	1169
2024 Q2	$2.2M	Buy	52,632 +34,719	+194%	+$1.41M	0.01%	915
2024 Q1	$722K	Buy	17,913 +3,584	+25%	+$139K	﹤0.01%	1439
2023 Q4	$539K	Buy	14,329 +5,118	+56%	+$182K	﹤0.01%	1485
2023 Q3	$318K	Buy	9,211 +766	+9%	+$27.1K	﹤0.01%	1623
2023 Q2	$298K	Sell	8,445 -269	-3%	-$8.98K	﹤0.01%	1628
2023 Q1	$285K	Sell	8,714 -1,481	-15%	-$47.3K	﹤0.01%	1599
2022 Q4	$315K	Hold	10,195	–	–	﹤0.01%	1711
2022 Q3	$297K	Sell	10,195 -97	-0.9%	-$3.03K	﹤0.01%	1594
2022 Q2	$310K	Buy	10,292 +126	+1%	+$3.92K	﹤0.01%	1597
2022 Q1	$335K	Sell	10,166 -170	-2%	-$5.51K	﹤0.01%	1528
2021 Q4	$345K	Hold	10,336	–	–	﹤0.01%	1529
2021 Q3	$326K	Buy	10,336 +3,606	+54%	+$115K	﹤0.01%	1617
2021 Q2	$211K	Buy	+6,730	New	+$210K	﹤0.01%	1834
2021 Q1	–	Sell	-13,530	Closed	-$406K	–	1862
2020 Q4	$406K	Sell	13,530 -2,395	-15%	-$70.1K	﹤0.01%	1317
2020 Q3	$451K	Buy	+15,925	New	+$447K	0.01%	934

Other funds holding BJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Kestra Advisory Services's BJUL Position: Q3 2026 in Review

Kestra Advisory Services increased its Innovator US Equity Buffer ETF July (BJUL) stake by 24% in Q3 2026, buying an estimated $516K and bringing the position to 49,241 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1242.

Kestra Advisory Services first reported a position in BJUL in Q3 2020 and has held it in 24 quarters since. 75 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

Kestra Advisory Services held 49,241 shares of Innovator US Equity Buffer ETF July worth $2.73M as of Q3 2026.
Kestra Advisory Services bought 9,372 Innovator US Equity Buffer ETF July shares in Q3 2026, an estimated $516K.
Innovator US Equity Buffer ETF July made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1242 holding.
Kestra Advisory Services first reported a position in Innovator US Equity Buffer ETF July in Q3 2020 and has held it in 24 quarters since.
75 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.