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

Merit Financial Group’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 		$900K Hold
16,577
– – 0.01% 1136
2026
Q1 		$824K Sell
16,577
-650
-4% -$33K 0.01% 1082
2025
Q4 		$874K Buy
+17,227
New +$863K 0.01% 1010

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

Merit Financial Group's BJUL Position: Q2 2026 in Review

Merit Financial Group held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 16,577 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #1136.

Merit Financial Group first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Merit Financial Group held 16,577 shares of Innovator US Equity Buffer ETF July worth $900K as of Q2 2026.
  • Merit Financial Group left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF July made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1136 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.