Seros Financial’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Seros Financial’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	$344K	Buy	6,325 +114	+2%	+$6.05K	0.18%	41
2026 Q1	$309K	Hold	6,211	–	–	0.2%	39
2025 Q4	$315K	Hold	6,211	–	–	0.18%	46
2025 Q3	$308K	Sell	6,211 -552	-8%	-$26.7K	0.19%	43
2025 Q2	$319K	Hold	6,763	–	–	0.2%	42
2025 Q1	$292K	Sell	6,763 -1,985	-23%	-$88.8K	0.22%	40
2024 Q4	$365K	Buy	+8,748	New	+$389K	0.33%	33

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

Seros Financial's BJUL Position: Q2 2026 in Review

Seros Financial increased its Innovator US Equity Buffer ETF July (BJUL) stake by 1.8% in Q2 2026, buying an estimated $6.05K and bringing the position to 6,325 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #41.

Seros Financial first reported a position in BJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2024. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Seros Financial held 6,325 shares of Innovator US Equity Buffer ETF July worth $344K as of Q2 2026.
Seros Financial bought 114 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $6.05K.
Innovator US Equity Buffer ETF July made up 0.18% of Seros Financial's portfolio in Q2 2026, its #41 holding.
Seros Financial first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Seros Financial's Innovator US Equity Buffer ETF July position peaked at $365K in Q4 2024.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.