Secure Asset Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Secure Asset Management’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	–	Sell	-12,027	Closed	-$611K	–	334
2025 Q4	$611K	Sell	12,027 -638	-5%	-$31.9K	0.1%	167
2025 Q3	$631K	Hold	12,665	–	–	0.1%	160
2025 Q2	$597K	Sell	12,665 -65	-0.5%	-$2.86K	0.11%	172
2025 Q1	$550K	Sell	12,730 -5,610	-31%	-$251K	0.11%	166
2024 Q4	$817K	Hold	18,340	–	–	0.12%	147
2024 Q3	$801K	Sell	18,340 -295	-2%	-$12.5K	0.14%	149
2024 Q2	$779K	Buy	18,635 +1,516	+9%	+$61.6K	0.15%	136
2024 Q1	$690K	Buy	+17,119	New	+$665K	0.16%	114

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Secure Asset Management's BJUL Position: Q1 2026 in Review

Secure Asset Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2026, closing a stake of 12,027 shares — an estimated $611K sold.

Secure Asset Management first reported a position in BJUL in Q1 2024 and held it in 8 quarters. The position peaked at $817K in Q4 2024. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Secure Asset Management reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 12,027 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $611K.
Secure Asset Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2024 and held it in 8 quarters.
Secure Asset Management's Innovator US Equity Buffer ETF July position peaked at $817K in Q4 2024.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.