Retirement Income Solutions’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Retirement Income Solutions’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 Q2	$267K	Hold	5,368	–	–	0.05%	138
2026 Q1	$267K	Hold	5,368	–	–	0.05%	139
2025 Q4	$272K	Hold	5,368	–	–	0.05%	137
2025 Q3	$267K	Hold	5,368	–	–	0.05%	136
2025 Q2	$253K	Hold	5,368	–	–	0.05%	131
2025 Q1	$232K	Hold	5,368	–	–	0.05%	129
2024 Q4	$239K	Hold	5,368	–	–	0.05%	127
2024 Q3	$234K	Hold	5,368	–	–	0.05%	129
2024 Q2	$224K	Hold	5,368	–	–	0.05%	125
2024 Q1	$216K	Hold	5,368	–	–	0.05%	139
2023 Q4	$202K	Buy	+5,368	New	+$191K	0.05%	139

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Income Solutions's BJUL Position: Q2 2026 in Review

Retirement Income Solutions held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 5,368 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #138.

Retirement Income Solutions first reported a position in BJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $272K in Q4 2025. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Retirement Income Solutions held 5,368 shares of Innovator US Equity Buffer ETF July worth $267K as of Q2 2026.
Retirement Income Solutions left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #138 holding.
Retirement Income Solutions first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
Retirement Income Solutions's Innovator US Equity Buffer ETF July position peaked at $272K in Q4 2025.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.