Schneider Downs Wealth Management Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Schneider Downs Wealth Management Advisors’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	$227K	Sell	6,313 -9,123	-59%	-$320K	0.02%	160
2026 Q1	$521K	Hold	15,436	–	–	0.06%	100
2025 Q4	$517K	Hold	15,436	–	–	0.06%	98
2025 Q3	$505K	Hold	15,436	–	–	0.06%	95
2025 Q2	$493K	Buy	+15,436	New	+$468K	0.07%	95

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

GTS Financial Bloomington, Minnesota $137M AUM

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

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

Schneider Downs Wealth Management Advisors's IJUL Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 59% in Q2 2026, selling an estimated $320K and leaving 6,313 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #160.

Schneider Downs Wealth Management Advisors first reported a position in IJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $521K in Q1 2026. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Schneider Downs Wealth Management Advisors held 6,313 shares of Innovator International Developed Power Buffer ETF July worth $227K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 9,123 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $320K.
Innovator International Developed Power Buffer ETF July made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #160 holding.
Schneider Downs Wealth Management Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Schneider Downs Wealth Management Advisors's Innovator International Developed Power Buffer ETF July position peaked at $521K in Q1 2026.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.