Schulz Wealth’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Schulz Wealth’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	$278K	Buy	+5,125	New	+$272K	0.14%	64
2025 Q4	$260K	Hold	5,125	–	–	0.17%	58
2025 Q3	$255K	Hold	5,125	–	–	0.17%	56
2025 Q2	$242K	Hold	5,125	–	–	0.18%	59
2025 Q1	$221K	Hold	5,125	–	–	0.17%	59
2024 Q4	$228K	Hold	5,125	–	–	0.18%	57
2024 Q3	$224K	Sell	5,125 -3,390	-40%	-$144K	0.17%	54
2024 Q2	$356K	Hold	8,515	–	–	0.3%	41
2024 Q1	$343K	Hold	8,515	–	–	0.29%	41
2023 Q4	$320K	Buy	+8,515	New	+$303K	0.31%	40

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

Schulz Wealth's BJUL Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Equity Buffer ETF July (BJUL) in Q2 2026: 5,125 shares worth $278K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in BJUL as recently as Q4 2025.

Schulz Wealth first reported a position in BJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $356K in Q2 2024. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Schulz Wealth held 5,125 shares of Innovator US Equity Buffer ETF July worth $278K as of Q2 2026.
Innovator US Equity Buffer ETF July was a new Schulz Wealth position in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.14% of Schulz Wealth's portfolio in Q2 2026, its #64 holding.
Schulz Wealth first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's Innovator US Equity Buffer ETF July position peaked at $356K in Q2 2024.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.