PF
IJUL icon

PlanVest Financial’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

PlanVest Financial’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
Q2 		$40.8K Hold
1,133
– – 0.03% 250
2026
Q1 		$38.2K Buy
+1,133
New +$38.7K 0.03% 240

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

PlanVest Financial's IJUL Position: Q2 2026 in Review

PlanVest Financial held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q2 2026 at 1,133 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #250.

PlanVest Financial first reported a position in IJUL in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • PlanVest Financial held 1,133 shares of Innovator International Developed Power Buffer ETF July worth $40.8K as of Q2 2026.
  • PlanVest Financial left its Innovator International Developed Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF July made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #250 holding.
  • PlanVest Financial first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.