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Motiv8 Investments’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Motiv8 Investments’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
2025
Q4 		$1.93K Sell
38,104
-15,573
-29% -$780K 1.05% 21
2025
Q3 		$2.67M Sell
53,677
-1,599
-3% -$77.3K 1.42% 17
2025
Q2 		$2.61M Buy
55,276
+1,831
+3% +$80.5K 1.59% 15
2025
Q1 		$2.31M Buy
53,445
+6,900
+15% +$309K 1.53% 17
2024
Q4 		$2.07M Buy
46,545
+8,811
+23% +$392K 1.46% 17
2024
Q3 		$1.65M Sell
37,734
-631
-2% -$26.7K 1.11% 19
2024
Q2 		$1.6M Buy
38,365
+1,557
+4% +$63.2K 1.19% 19
2024
Q1 		$1.48M Buy
36,808
+3,327
+10% +$129K 1.15% 20
2023
Q4 		$1.26M Buy
+33,481
New +$1.19M 1.13% 22

Other funds holding BJUL

CA
COFG Advisors Oak Brook, Illinois $404M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Motiv8 Investments's BJUL Position: Q4 2025 in Review

Motiv8 Investments reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 29% in Q4 2025, selling an estimated $780K and leaving 38,104 shares worth $1.93K. The position accounts for 1.05% of the portfolio, ranked #21.

Motiv8 Investments first reported a position in BJUL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.67M in Q3 2025. 126 funds tracked by Wall St. Rank hold BJUL as of Q4 2025.

  • Motiv8 Investments held 38,104 shares of Innovator US Equity Buffer ETF July worth $1.93K as of Q4 2025.
  • Motiv8 Investments sold 15,573 Innovator US Equity Buffer ETF July shares in Q4 2025, an estimated $780K.
  • Innovator US Equity Buffer ETF July made up 1.05% of Motiv8 Investments's portfolio in Q4 2025, its #21 holding.
  • Motiv8 Investments first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
  • Motiv8 Investments's Innovator US Equity Buffer ETF July position peaked at $2.67M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.