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Sowell Financial Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-5,957
Closed -$257K – 1045
2025
Q1 		$257K Sell
5,957
-7,423
-55% -$332K 0.01% 833
2024
Q4 		$596K Buy
+13,380
New +$595K 0.03% 395

Other funds holding BJUL

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PCM
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IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Sowell Financial Services's BJUL Position: Q2 2025 in Review

Sowell Financial Services sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2025, closing a stake of 5,957 shares — an estimated $257K sold.

Sowell Financial Services first reported a position in BJUL in Q4 2024 and held it in 2 quarters. The position peaked at $596K in Q4 2024. 102 funds tracked by Wall St. Rank hold BJUL as of Q2 2025.

  • Sowell Financial Services reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 5,957 Innovator US Equity Buffer ETF July shares in Q2 2025, an estimated $257K.
  • Sowell Financial Services first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • Sowell Financial Services's Innovator US Equity Buffer ETF July position peaked at $596K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.