Outlook Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Outlook Wealth 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	$629K	Hold	12,666	–	–	0.15%	152
2025 Q4	$643K	Sell	12,666 -1	-0%	-$50	0.15%	143
2025 Q3	$629K	Buy	12,667 +710	+6%	+$34.3K	0.16%	137
2025 Q2	$564K	Hold	11,957	–	–	0.14%	135
2025 Q1	$516K	Sell	11,957 -524	-4%	-$23.4K	0.14%	131
2024 Q4	$556K	Sell	12,481 -2,461	-16%	-$110K	0.16%	123
2024 Q3	$653K	Hold	14,942	–	–	0.19%	112
2024 Q2	$990K	Hold	14,942	–	–	0.31%	61
2024 Q1	$603K	Sell	14,942 -797	-5%	-$31K	0.19%	116
2023 Q4	$592K	Hold	15,739	–	–	0.21%	106
2023 Q3	$543K	Buy	15,739 +2,454	+18%	+$86.8K	0.21%	118
2023 Q2	$469K	Buy	13,285 +4,278	+47%	+$143K	0.18%	132
2023 Q1	$294K	Hold	9,007	–	–	0.13%	155
2022 Q4	$278K	Hold	9,007	–	–	0.13%	140
2022 Q3	$263K	Buy	+9,007	New	+$282K	0.12%	157
2022 Q1	–	Sell	-8,138	Closed	-$272K	–	198
2021 Q4	$272K	Hold	8,138	–	–	0.08%	175
2021 Q3	$257K	Buy	+8,138	New	+$260K	0.08%	187

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Outlook Wealth Advisors's BJUL Position: Q1 2026 in Review

Outlook Wealth Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 12,666 shares worth $629K. The position accounts for 0.15% of the portfolio, ranked #152.

Outlook Wealth Advisors first reported a position in BJUL in Q3 2021 and has held it in 17 quarters since. The position peaked at $990K in Q2 2024. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Outlook Wealth Advisors held 12,666 shares of Innovator US Equity Buffer ETF July worth $629K as of Q1 2026.
Outlook Wealth Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF July made up 0.15% of Outlook Wealth Advisors's portfolio in Q1 2026, its #152 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2021 and has held it in 17 quarters since.
Outlook Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $990K in Q2 2024.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.