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MAI Capital Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

MAI Capital 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 		– Sell
-3,669
Closed -$182K – 2388
2026
Q1 		$182K Buy
+3,669
New +$186K ﹤0.01% 1513

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

MAI Capital Management's BJUL Position: Q2 2026 in Review

MAI Capital Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2026, closing a stake of 3,669 shares — an estimated $182K sold.

MAI Capital Management first reported a position in BJUL in Q1 2026 and held it in 1 quarter. The position peaked at $182K in Q1 2026. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • MAI Capital Management reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3,669 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $182K.
  • MAI Capital Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Innovator US Equity Buffer ETF July position peaked at $182K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.