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Lantz Financial’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Lantz Financial’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
Q1 		– Sell
-57,087
Closed -$1.91M – 245
2025
Q4 		$1.91M Sell
57,087
-331
-0.6% -$10.9K 0.4% 68
2025
Q3 		$1.88M Buy
57,418
+3,202
+6% +$103K 0.42% 67
2025
Q2 		$1.73M Buy
54,216
+43
+0.1% +$1.3K 0.43% 72
2025
Q1 		$1.58M Sell
54,173
-229,631
-81% -$6.62M 0.43% 71
2024
Q4 		$7.86M Sell
283,804
-1,774
-0.6% -$50.3K 2.1% 8
2024
Q3 		$8.4M Buy
285,578
+17,760
+7% +$509K 2.27% 7
2024
Q2 		$7.53M Sell
267,818
-3,897
-1% -$110K 2.34% 7
2024
Q1 		$7.67M Sell
271,715
-2,847
-1% -$77.8K 2.47% 6
2023
Q4 		$7.45M Sell
274,562
-770
-0.3% -$19.9K 2.69% 6
2023
Q3 		$7.01M Buy
275,332
+14,420
+6% +$375K 2.79% 6
2023
Q2 		$6.85M Sell
260,912
-988
-0.4% -$25.6K 2.68% 6
2023
Q1 		$6.65M Sell
261,900
-1,008
-0.4% -$25.1K 2.76% 6
2022
Q4 		$6.27M Sell
262,908
-18,972
-7% -$434K 2.85% 6
2022
Q3 		$6M Buy
281,880
+1,018
+0.4% +$23.2K 3.12% 6
2022
Q2 		$6.38M Buy
280,862
+231,599
+470% +$5.43M 2.88% 7
2022
Q1 		$1.18M Buy
+49,263
New +$1.18M 0.48% 63

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lantz Financial's IJUL Position: Q1 2026 in Review

Lantz Financial sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2026, closing a stake of 57,087 shares — an estimated $1.91M sold.

Lantz Financial first reported a position in IJUL in Q1 2022 and held it in 16 quarters. The position peaked at $8.4M in Q3 2024. 109 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • Lantz Financial reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 57,087 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $1.91M.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2022 and held it in 16 quarters.
  • Lantz Financial's Innovator International Developed Power Buffer ETF July position peaked at $8.4M in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.