Long Island Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Long Island Wealth Management’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 Q2	$2.37M	Buy	65,841 +7,728	+13%	+$271K	0.98%	24
2026 Q1	$1.96M	Hold	58,113	–	–	0.91%	26
2025 Q4	$1.95M	Buy	58,113 +986	+2%	+$32.5K	0.92%	23
2025 Q3	$1.87M	Buy	57,127 +9,191	+19%	+$296K	0.91%	23
2025 Q2	$1.53M	Buy	47,936 +16,944	+55%	+$513K	0.8%	25
2025 Q1	$902K	Buy	30,992 +32	+0.1%	+$923	0.55%	42
2024 Q4	$857K	Hold	30,960	–	–	0.54%	41
2024 Q3	$910K	Buy	30,960 +155	+0.5%	+$4.44K	0.6%	40
2024 Q2	$866K	Sell	30,805 -7,548	-20%	-$212K	0.61%	41
2024 Q1	$1.08M	Sell	38,353 -7,713	-17%	-$211K	0.76%	34
2023 Q4	$1.25M	Buy	+46,066	New	+$1.19M	0.89%	31

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Long Island Wealth Management's IJUL Position: Q2 2026 in Review

Long Island Wealth Management increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 13% in Q2 2026, buying an estimated $271K and bringing the position to 65,841 shares worth $2.37M. The position accounts for 0.98% of the portfolio, ranked #24.

Long Island Wealth Management first reported a position in IJUL in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Long Island Wealth Management held 65,841 shares of Innovator International Developed Power Buffer ETF July worth $2.37M as of Q2 2026.
Long Island Wealth Management bought 7,728 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $271K.
Innovator International Developed Power Buffer ETF July made up 0.98% of Long Island Wealth Management's portfolio in Q2 2026, its #24 holding.
Long Island Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.