My Personal CFO LLC’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

My Personal CFO LLC’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	$2.16M	Sell	39,755 -7,000	-15%	-$372K	0.84%	32
2026 Q1	$2.32M	Sell	46,755 -7,000	-13%	-$356K	1.02%	26
2025 Q4	$2.73M	Buy	+53,755	New	+$2.69M	1.14%	23
2025 Q3	–	Sell	-60,420	Closed	-$2.85M	–	105
2025 Q2	$2.85M	Buy	60,420 +2,400	+4%	+$106K	1.29%	20
2025 Q1	$2.51M	Hold	58,020	–	–	1.26%	22
2024 Q4	$2.59M	Hold	58,020	–	–	1.33%	21
2024 Q3	$2.53M	Buy	58,020 +11,100	+24%	+$471K	1.39%	20
2024 Q2	$1.96M	Buy	46,920 +9,900	+27%	+$402K	1.05%	25
2024 Q1	$1.49M	Sell	37,020 -300	-0.8%	-$11.7K	0.86%	34
2023 Q4	$1.4M	Hold	37,320	–	–	0.91%	30
2023 Q3	$1.29M	Buy	37,320 +10,670	+40%	+$378K	1.04%	28
2023 Q2	$940K	Buy	26,650 +5,050	+23%	+$169K	0.74%	36
2023 Q1	$706K	Buy	21,600 +11,588	+116%	+$370K	0.6%	40
2022 Q4	$686K	Hold	10,012	–	–	0.63%	34
2022 Q3	$654K	Buy	+10,012	New	+$313K	0.99%	25

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

My Personal CFO LLC's BJUL Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 15% in Q2 2026, selling an estimated $372K and leaving 39,755 shares worth $2.16M. The position accounts for 0.84% of the portfolio, ranked #32.

My Personal CFO LLC first reported a position in BJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q2 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

My Personal CFO LLC held 39,755 shares of Innovator US Equity Buffer ETF July worth $2.16M as of Q2 2026.
My Personal CFO LLC sold 7,000 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $372K.
Innovator US Equity Buffer ETF July made up 0.84% of My Personal CFO LLC's portfolio in Q2 2026, its #32 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
My Personal CFO LLC's Innovator US Equity Buffer ETF July position peaked at $2.85M in Q2 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.