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 Q3	$709K	Buy	12,795 +161	+1%	+$8.86K	0.02%	698
2026 Q2	$686K	Sell	12,634 -606	-5%	-$32.2K	0.02%	768
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%	+$5.6K	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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Sigma Planning Corp's BJUL Position: Q3 2026 in Review

Sigma Planning Corp increased its Innovator US Equity Buffer ETF July (BJUL) stake by 1.3% in Q3 2026, buying an estimated $8.86K and bringing the position to 12,795 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #698.

Sigma Planning Corp first reported a position in BJUL in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.2M in Q3 2023. 42 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

Sigma Planning Corp held 12,795 shares of Innovator US Equity Buffer ETF July worth $709K as of Q3 2026.
Sigma Planning Corp bought 161 Innovator US Equity Buffer ETF July shares in Q3 2026, an estimated $8.86K.
Innovator US Equity Buffer ETF July made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #698 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and has held it in 24 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF July position peaked at $2.2M in Q3 2023.
42 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.