Siligmueller & Norvid Wealth Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-38,022	Closed	-$1.2M	–	192
2025 Q2	$1.2M	Hold	38,022	–	–	0.47%	41
2025 Q1	$1.11M	Sell	38,022 -575	-1%	-$16.6K	0.47%	41
2024 Q4	$1.07M	Buy	+38,597	New	+$1.09M	0.46%	41

Other funds holding IJUL

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2025, closing a stake of 38,022 shares — an estimated $1.2M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IJUL in Q4 2024 and held it in 3 quarters. The position peaked at $1.2M in Q2 2025. 105 funds tracked by Wall St. Rank hold IJUL as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 38,022 Innovator International Developed Power Buffer ETF July shares in Q3 2025, an estimated $1.2M.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator International Developed Power Buffer ETF July position peaked at $1.2M in Q2 2025.
105 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2025.

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