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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
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 $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

Retirement Income Solutions's BJUL Position: Q1 2026 in Review

Retirement Income Solutions held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 5,368 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #139.

Retirement Income Solutions first reported a position in BJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $272K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Retirement Income Solutions held 5,368 shares of Innovator US Equity Buffer ETF July worth $267K as of Q1 2026.
  • Retirement Income Solutions left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF July made up 0.05% of Retirement Income Solutions's portfolio in Q1 2026, its #139 holding.
  • Retirement Income Solutions first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
  • Retirement Income Solutions's Innovator US Equity Buffer ETF July position peaked at $272K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.