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M Holdings Securities’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-23,233
Closed -$742K – 129
2025
Q2 		$742K Buy
23,233
+1,737
+8% +$52.6K 0.13% 111
2025
Q1 		$626K Buy
21,496
+3,766
+21% +$109K 0.1% 119
2024
Q4 		$491K Sell
17,730
-2,933
-14% -$83.2K 0.08% 120
2024
Q3 		$608K Buy
+20,663
New +$592K 0.15% 74

Other funds holding IJUL

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

M Holdings Securities's IJUL Position: Q3 2025 in Review

M Holdings Securities sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2025, closing a stake of 23,233 shares — an estimated $742K sold.

M Holdings Securities first reported a position in IJUL in Q3 2024 and held it in 4 quarters. The position peaked at $742K in Q2 2025. 105 funds tracked by Wall St. Rank hold IJUL as of Q3 2025.

  • M Holdings Securities reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 23,233 Innovator International Developed Power Buffer ETF July shares in Q3 2025, an estimated $742K.
  • M Holdings Securities first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2024 and held it in 4 quarters.
  • M Holdings Securities's Innovator International Developed Power Buffer ETF July position peaked at $742K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.