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Lewis Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Lewis Asset Management’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 		$314K Buy
5,787
+98
+2% +$5.2K 0.11% 169
2026
Q1 		$283K Buy
+5,689
New +$289K 0.12% 161

Other funds holding BJUL

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Lewis Asset Management's BJUL Position: Q2 2026 in Review

Lewis Asset Management increased its Innovator US Equity Buffer ETF July (BJUL) stake by 1.7% in Q2 2026, buying an estimated $5.2K and bringing the position to 5,787 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #169.

Lewis Asset Management first reported a position in BJUL in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Lewis Asset Management held 5,787 shares of Innovator US Equity Buffer ETF July worth $314K as of Q2 2026.
  • Lewis Asset Management bought 98 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $5.2K.
  • Innovator US Equity Buffer ETF July made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #169 holding.
  • Lewis Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.