Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	–	Sell	-10,149	Closed	-$482K	–	161
2025 Q2	$482K	Hold	10,149	–	–	0.19%	73
2025 Q1	$438K	Sell	10,149 -12,379	-55%	-$554K	0.19%	73
2024 Q4	$1M	Buy	+22,528	New	+$1M	0.43%	43

Other funds holding BJUL

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BJUL Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2025, closing a stake of 10,149 shares — an estimated $482K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BJUL in Q4 2024 and held it in 3 quarters. The position peaked at $1M in Q4 2024. 112 funds tracked by Wall St. Rank hold BJUL as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 10,149 Innovator US Equity Buffer ETF July shares in Q3 2025, an estimated $482K.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $1M in Q4 2024.
112 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.