Larson Financial Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Larson Financial Group’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	$10.4K	Sell	191 -28	-13%	-$1.49K	﹤0.01%	2386
2026 Q1	$10.9K	Hold	219	–	–	﹤0.01%	2197
2025 Q4	$11.1K	Hold	219	–	–	﹤0.01%	2058
2025 Q3	$10.9K	Sell	219 -242	-52%	-$11.7K	﹤0.01%	1974
2025 Q2	$21.7K	Hold	461	–	–	﹤0.01%	1454
2025 Q1	$19.9K	Hold	461	–	–	﹤0.01%	1372
2024 Q4	$20.5K	Hold	461	–	–	﹤0.01%	1209
2024 Q3	$20.1K	Sell	461 -368	-44%	-$15.6K	﹤0.01%	1205
2024 Q2	$34.6K	Sell	829 -3,134	-79%	-$127K	﹤0.01%	896
2024 Q1	$160K	Hold	3,963	–	–	0.01%	458
2023 Q4	$149K	Sell	3,963 -175	-4%	-$6.23K	0.01%	414
2023 Q3	$143K	Hold	4,138	–	–	0.01%	384
2023 Q2	$146K	Sell	4,138 -801	-16%	-$26.7K	0.01%	372
2023 Q1	$161K	Buy	4,939 +355	+8%	+$11.3K	0.02%	347
2022 Q4	$142K	Buy	+4,584	New	+$141K	0.02%	350
2022 Q3	–	Sell	-644	Closed	-$19K	–	1300
2022 Q2	$19K	Hold	644	–	–	﹤0.01%	553
2022 Q1	$21K	Sell	644 -15,100	-96%	-$489K	﹤0.01%	515
2021 Q4	$525K	Buy	15,744 +15,100	+2,345%	+$494K	0.08%	105
2021 Q3	$20K	Buy	+644	New	+$20.5K	﹤0.01%	463

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 $59.8B AUM 29.42% 1-Year Est. Return

Larson Financial Group's BJUL Position: Q2 2026 in Review

Larson Financial Group reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 13% in Q2 2026, selling an estimated $1.49K and leaving 191 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Larson Financial Group first reported a position in BJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $525K in Q4 2021. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Larson Financial Group held 191 shares of Innovator US Equity Buffer ETF July worth $10.4K as of Q2 2026.
Larson Financial Group sold 28 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $1.49K.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2386 holding.
Larson Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Larson Financial Group's Innovator US Equity Buffer ETF July position peaked at $525K in Q4 2021.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.