Private Client Services’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Private Client Services’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	$1.04M	Buy	+28,762	New	+$1.05M	0.28%	75
2025 Q4	–	Sell	-19,879	Closed	-$650K	–	200
2025 Q3	$650K	Buy	+19,879	New	+$640K	0.22%	83
2024 Q1	–	Sell	-45,967	Closed	-$1.25M	–	136
2023 Q4	$1.25M	Buy	+45,967	New	+$1.19M	1.02%	25

Other funds holding IJUL

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

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 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

IFS

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Private Client Services's IJUL Position: Q3 2026 in Review

Private Client Services opened a new position in Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2026: 28,762 shares worth $1.04M. The stake represents 0.28% of the portfolio and ranks #75 among its holdings. This is a return to the name: Private Client Services previously reported a position in IJUL as recently as Q3 2025.

Private Client Services first reported a position in IJUL in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2023. 18 funds tracked by Wall St. Rank hold IJUL as of Q3 2026.

Private Client Services held 28,762 shares of Innovator International Developed Power Buffer ETF July worth $1.04M as of Q3 2026.
Innovator International Developed Power Buffer ETF July was a new Private Client Services position in Q3 2026.
Innovator International Developed Power Buffer ETF July made up 0.28% of Private Client Services's portfolio in Q3 2026, its #75 holding.
Private Client Services first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2023 and has held it in 3 quarters since.
Private Client Services's Innovator International Developed Power Buffer ETF July position peaked at $1.25M in Q4 2023.
18 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.