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
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

COFG Advisors Oak Brook, Illinois $404M AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Schulz Wealth's BJUL Position: Q4 2025 in Review

Schulz Wealth held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q4 2025 at 5,125 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #58.

Schulz Wealth first reported a position in BJUL in Q4 2023 and has held it in 9 quarters since. The position peaked at $356K in Q2 2024. 126 funds tracked by Wall St. Rank hold BJUL as of Q4 2025.

Schulz Wealth held 5,125 shares of Innovator US Equity Buffer ETF July worth $260K as of Q4 2025.
Schulz Wealth left its Innovator US Equity Buffer ETF July share count unchanged in Q4 2025.
Innovator US Equity Buffer ETF July made up 0.17% of Schulz Wealth's portfolio in Q4 2025, its #58 holding.
Schulz Wealth first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's Innovator US Equity Buffer ETF July position peaked at $356K in Q2 2024.
126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.