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Principal Securities’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Principal Securities’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 		$1.25M Hold
25,105
– – 0.02% 653
2025
Q4 		$1.27M Sell
25,105
-92
-0.4% -$4.61K 0.02% 630
2025
Q3 		$1.25M Buy
25,197
+135
+0.5% +$6.53K 0.02% 598
2025
Q2 		$1.18M Sell
25,062
-96
-0.4% -$4.22K 0.02% 562
2025
Q1 		$1.12M Hold
25,158
– – 0.03% 515
2024
Q4 		$1.12M Buy
25,158
+252
+1% +$11.2K 0.03% 511
2024
Q3 		$1.09M Buy
24,906
+20,610
+480% +$874K 0.03% 501
2024
Q2 		$179K Buy
4,296
+96
+2% +$3.9K ﹤0.01% 1079
2024
Q1 		$169K Buy
4,200
+281
+7% +$10.9K 0.01% 1078
2023
Q4 		$147K Buy
+3,919
New +$140K 0.01% 1032

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 $71.6B AUM 21.08% 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