Simplicity Wealth’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Simplicity Wealth’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	$522K	Buy	+9,611	New	+$510K	0.02%	621

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

Simplicity Wealth's BJUL Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Innovator US Equity Buffer ETF July (BJUL) in Q2 2026: 9,611 shares worth $522K. The stake represents 0.02% of the portfolio and ranks #621 among its holdings.

123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Simplicity Wealth held 9,611 shares of Innovator US Equity Buffer ETF July worth $522K as of Q2 2026.
Innovator US Equity Buffer ETF July was a new Simplicity Wealth position in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #621 holding.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.