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Sigma Planning Corp’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Sigma Planning Corp’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 		$658K Sell
13,240
-22
-0.2% -$1.12K 0.02% 734
2025
Q4 		$673K Sell
13,262
-332
-2% -$16.6K 0.02% 692
2025
Q3 		$675K Sell
13,594
-50
-0.4% -$2.42K 0.02% 694
2025
Q2 		$643K Sell
13,644
-2,447
-15% -$108K 0.02% 682
2025
Q1 		$695K Sell
16,091
-2,710
-14% -$121K 0.02% 608
2024
Q4 		$838K Sell
18,801
-23
-0.1% -$1.02K 0.03% 552
2024
Q3 		$822K Sell
18,824
-193
-1% -$8.18K 0.03% 564
2024
Q2 		$795K Buy
19,017
+138
+0.7% +$5.61K 0.03% 547
2024
Q1 		$761K Sell
18,879
-7,805
-29% -$303K 0.02% 601
2023
Q4 		$1M Sell
26,684
-37,270
-58% -$1.33M 0.08% 270
2023
Q3 		$2.2M Buy
63,954
+47,399
+286% +$1.68M 0.08% 257
2023
Q2 		$584K Buy
16,555
+3,330
+25% +$111K 0.02% 671
2023
Q1 		$432K Sell
13,225
-665
-5% -$21.2K 0.01% 861
2022
Q4 		$429K Buy
13,890
+3,593
+35% +$111K 0.02% 825
2022
Q3 		$300K Buy
10,297
+286
+3% +$8.94K 0.01% 948
2022
Q2 		$302K Buy
+10,011
New +$311K 0.01% 983
2021
Q1 		– Sell
-11,366
Closed -$342K – 1335
2020
Q4 		$342K Hold
11,366
– – 0.01% 836
2020
Q3 		$322K Buy
11,366
+111
+1% +$3.12K 0.01% 769
2020
Q2 		$304K Buy
11,255
+2,500
+29% +$65.1K 0.01% 771
2020
Q1 		$208K Sell
8,755
-60
-0.7% -$1.59K 0.01% 774
2019
Q4 		$244K Hold
8,815
– – 0.01% 886
2019
Q3 		$231K Buy
+8,815
New +$229K 0.01% 867

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Sigma Planning Corp's BJUL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.17% in Q1 2026, selling an estimated $1.12K and leaving 13,240 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #734.

Sigma Planning Corp first reported a position in BJUL in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.2M in Q3 2023. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Sigma Planning Corp held 13,240 shares of Innovator US Equity Buffer ETF July worth $658K as of Q1 2026.
  • Sigma Planning Corp sold 22 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $1.12K.
  • Innovator US Equity Buffer ETF July made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #734 holding.
  • Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and has held it in 22 quarters since.
  • Sigma Planning Corp's Innovator US Equity Buffer ETF July position peaked at $2.2M in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.