NorthCrest Asset Manangement’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

NorthCrest Asset Manangement’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
2026 Q3	$630K	Buy	17,589 +7,667	+77%	+$280K	0.01%	557
2026 Q2	$358K	Buy	9,922 +1,789	+22%	+$62.8K	0.01%	673
2026 Q1	$276K	Sell	8,133 -2,674	-25%	-$91.2K	0.01%	639
2025 Q4	$366K	Hold	10,807	–	–	0.01%	630
2025 Q3	$355K	Hold	10,807	–	–	0.01%	577
2025 Q2	$344K	Hold	10,807	–	–	0.01%	487
2025 Q1	$315K	Sell	10,807 -2,177	-17%	-$62.8K	0.01%	507
2024 Q4	$360K	Hold	12,984	–	–	0.01%	452
2024 Q3	$382K	Hold	12,984	–	–	0.01%	440
2024 Q2	$365K	Hold	12,984	–	–	0.01%	427
2024 Q1	$366K	Hold	12,984	–	–	0.01%	422
2023 Q4	$352K	Hold	12,984	–	–	0.01%	425
2023 Q3	$331K	Hold	12,984	–	–	0.01%	429
2023 Q2	$341K	Hold	12,984	–	–	0.01%	425
2023 Q1	$329K	Buy	+12,984	New	+$323K	0.01%	433
2022 Q4	–	Sell	-10,829	Closed	-$230K	–	412
2022 Q3	$230K	Buy	+10,829	New	+$246K	0.01%	408

Other funds holding IJUL

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NorthCrest Asset Manangement's IJUL Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 77% in Q3 2026, buying an estimated $280K and bringing the position to 17,589 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #557.

NorthCrest Asset Manangement first reported a position in IJUL in Q3 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

NorthCrest Asset Manangement held 17,589 shares of Innovator International Developed Power Buffer ETF July worth $630K as of Q3 2026.
NorthCrest Asset Manangement bought 7,667 Innovator International Developed Power Buffer ETF July shares in Q3 2026, an estimated $280K.
Innovator International Developed Power Buffer ETF July made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #557 holding.
NorthCrest Asset Manangement first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
17 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.