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OneDigital Investment Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

OneDigital Investment Advisors’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
Q1 		$209K Hold
4,209
– – ﹤0.01% 1382
2025
Q4 		$214K Hold
4,209
– – ﹤0.01% 1411
2025
Q3 		$209K Sell
4,209
-2,586
-38% -$125K ﹤0.01% 1399
2025
Q2 		$320K Sell
6,795
-1,419
-17% -$62.4K ﹤0.01% 1127
2025
Q1 		$355K Sell
8,214
-171
-2% -$7.65K ﹤0.01% 1003
2024
Q4 		$374K Sell
8,385
-2,531
-23% -$113K ﹤0.01% 1020
2024
Q3 		$477K Hold
10,916
– – 0.01% 955
2024
Q2 		$456K Sell
10,916
-459
-4% -$18.6K 0.01% 938
2024
Q1 		$459K Hold
11,375
– – 0.01% 762
2023
Q4 		$428K Sell
11,375
-1,150
-9% -$40.9K 0.01% 772
2023
Q3 		$432K Sell
12,525
-1,875
-13% -$66.3K 0.01% 691
2023
Q2 		$508K Hold
14,400
– – 0.01% 636
2023
Q1 		$470K Sell
14,400
-5,354
-27% -$171K 0.01% 646
2022
Q4 		$611K Buy
19,754
+2,300
+13% +$70.8K 0.02% 469
2022
Q3 		$509K Hold
17,454
– – 0.02% 454
2022
Q2 		$526K Sell
17,454
-2,180
-11% -$67.8K 0.02% 404
2022
Q1 		$648K Sell
19,634
-536
-3% -$17.4K 0.02% 370
2021
Q4 		$673K Sell
20,170
-1,963
-9% -$64.2K 0.02% 360
2021
Q3 		$699K Buy
22,133
+4,038
+22% +$129K 0.03% 339
2021
Q2 		$568K Sell
18,095
-593
-3% -$18.5K 0.02% 377
2021
Q1 		$579K Buy
+18,688
New +$569K 0.03% 354

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

OneDigital Investment Advisors's BJUL Position: Q1 2026 in Review

OneDigital Investment Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 4,209 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

OneDigital Investment Advisors first reported a position in BJUL in Q1 2021 and has held it in 21 quarters since. The position peaked at $699K in Q3 2021. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • OneDigital Investment Advisors held 4,209 shares of Innovator US Equity Buffer ETF July worth $209K as of Q1 2026.
  • OneDigital Investment Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1382 holding.
  • OneDigital Investment Advisors first reported a position in Innovator US Equity Buffer ETF July in Q1 2021 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's Innovator US Equity Buffer ETF July position peaked at $699K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.