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

LPL Financial’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 		$3.37M Buy
62,107
+16,197
+35% +$860K ﹤0.01% 3181
2026
Q1 		$2.28M Sell
45,910
-5,522
-11% -$281K ﹤0.01% 3377
2025
Q4 		$2.61M Sell
51,432
-4,845
-9% -$243K ﹤0.01% 3143
2025
Q3 		$2.79M Buy
56,277
+16,623
+42% +$804K ﹤0.01% 3007
2025
Q2 		$1.87M Buy
39,654
+11,250
+40% +$495K ﹤0.01% 3186
2025
Q1 		$1.23M Buy
28,404
+768
+3% +$34.4K ﹤0.01% 3376
2024
Q4 		$1.23M Buy
27,636
+299
+1% +$13.3K ﹤0.01% 3311
2024
Q3 		$1.19M Sell
27,337
-539
-2% -$22.8K ﹤0.01% 3222
2024
Q2 		$1.16M Buy
27,876
+1,858
+7% +$75.5K ﹤0.01% 3107
2024
Q1 		$1.05M Buy
26,018
+9,802
+60% +$381K ﹤0.01% 3138
2023
Q4 		$610K Buy
16,216
+2,329
+17% +$82.9K ﹤0.01% 3511
2023
Q3 		$479K Hold
13,887
– – ﹤0.01% 3525
2023
Q2 		$490K Buy
13,887
+979
+8% +$32.7K ﹤0.01% 3462
2023
Q1 		$422K Hold
12,908
– – ﹤0.01% 3470
2022
Q4 		$399K Sell
12,908
-1,500
-10% -$46.2K ﹤0.01% 3447
2022
Q3 		$420K Sell
14,408
-192
-1% -$6K ﹤0.01% 3310
2022
Q2 		$440K Hold
14,600
– – ﹤0.01% 3313
2022
Q1 		$482K Sell
14,600
-223
-2% -$7.22K ﹤0.01% 3236
2021
Q4 		$495K Buy
14,823
+124
+0.8% +$4.05K ﹤0.01% 3288
2021
Q3 		$464K Buy
14,699
+99
+0.7% +$3.16K ﹤0.01% 3288
2021
Q2 		$459K Hold
14,600
– – ﹤0.01% 3235
2021
Q1 		$452K Sell
14,600
-2,100
-13% -$63.9K ﹤0.01% 3106
2020
Q4 		$503K Sell
16,700
-108
-0.6% -$3.16K ﹤0.01% 2750
2020
Q3 		$476K Sell
16,808
-1,649
-9% -$46.3K ﹤0.01% 2512
2020
Q2 		$498K Sell
18,457
-2,469
-12% -$64.3K ﹤0.01% 2388
2020
Q1 		$497K Sell
20,926
-1,400
-6% -$37.2K ﹤0.01% 2107
2019
Q4 		$617K Buy
+22,326
New +$599K ﹤0.01% 2191

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial's BJUL Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Buffer ETF July (BJUL) stake by 35% in Q2 2026, buying an estimated $860K and bringing the position to 62,107 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

LPL Financial first reported a position in BJUL in Q4 2019 and has held it in 27 quarters since. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • LPL Financial held 62,107 shares of Innovator US Equity Buffer ETF July worth $3.37M as of Q2 2026.
  • LPL Financial bought 16,197 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $860K.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3181 holding.
  • LPL Financial first reported a position in Innovator US Equity Buffer ETF July in Q4 2019 and has held it in 27 quarters since.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.