Soltis Investment Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Soltis Investment 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
2026 Q2	$316K	Hold	5,824	–	–	0.02%	471
2026 Q1	$289K	Hold	5,824	–	–	0.02%	446
2025 Q4	$296K	Hold	5,824	–	–	0.02%	408
2025 Q3	$289K	Buy	+5,824	New	+$282K	0.02%	381
2020 Q2	–	Sell	-13,361	Closed	-$317K	–	183
2020 Q1	$317K	Buy	+13,361	New	+$355K	0.1%	111

Other funds holding BJUL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Soltis Investment Advisors's BJUL Position: Q2 2026 in Review

Soltis Investment Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 5,824 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #471.

Soltis Investment Advisors first reported a position in BJUL in Q1 2020 and has held it in 5 quarters since. The position peaked at $317K in Q1 2020. 50 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Soltis Investment Advisors held 5,824 shares of Innovator US Equity Buffer ETF July worth $316K as of Q2 2026.
Soltis Investment Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF July made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #471 holding.
Soltis Investment Advisors first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and has held it in 5 quarters since.
Soltis Investment Advisors's Innovator US Equity Buffer ETF July position peaked at $317K in Q1 2020.
50 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.