Larson Financial Group
BJUL icon

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
Q3 		$10.6K Hold
191
– – ﹤0.01% 2481
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Integral Investment Advisors
Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Larson Financial Group's BJUL Position: Q3 2026 in Review

Larson Financial Group held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q3 2026 at 191 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Larson Financial Group first reported a position in BJUL in Q3 2021 and has held it in 20 quarters since. The position peaked at $525K in Q4 2021. 75 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

  • Larson Financial Group held 191 shares of Innovator US Equity Buffer ETF July worth $10.6K as of Q3 2026.
  • Larson Financial Group left its Innovator US Equity Buffer ETF July share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2481 holding.
  • Larson Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Innovator US Equity Buffer ETF July position peaked at $525K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.