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

Spire Wealth Management’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 		$2.16M Sell
39,712
-1,175
-3% -$62.4K 0.07% 262
2026
Q1 		$2.03M Buy
40,887
+212
+0.5% +$10.8K 0.07% 257
2025
Q4 		$2.06M Sell
40,675
-1,306
-3% -$65.4K 0.07% 248
2025
Q3 		$2.08M Buy
41,981
+9,594
+30% +$464K 0.07% 228
2025
Q2 		$1.53M Buy
32,387
+3
+0% +$132 0.05% 284
2025
Q1 		$1.4M Buy
32,384
+7,317
+29% +$327K 0.04% 333
2024
Q4 		$1.12M Sell
25,067
-3,883
-13% -$173K 0.03% 368
2024
Q3 		$1.26M Sell
28,950
-3,350
-10% -$142K 0.04% 324
2024
Q2 		$1.35M Hold
32,300
– – 0.05% 287
2024
Q1 		$1.3M Buy
32,300
+2
+0% +$78 0.02% 318
2023
Q4 		$1.23M Sell
32,298
-2
-0% -$71 0.04% 322
2023
Q3 		$1.11M Buy
32,300
+2,004
+7% +$70.9K 0.04% 309
2023
Q2 		$1.07M Sell
30,296
-4
-0% -$133 0.04% 337
2023
Q1 		$990K Sell
30,300
-1
-0% -$32 0.04% 345
2022
Q4 		$937K Buy
30,301
+29,101
+2,425% +$896K 0.05% 240
2022
Q3 		$35K Buy
+1,200
New +$37.5K ﹤0.01% 1084

Other funds holding BJUL

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Spire Wealth Management's BJUL Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 2.9% in Q2 2026, selling an estimated $62.4K and leaving 39,712 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #262.

Spire Wealth Management first reported a position in BJUL in Q3 2022 and has held it in 16 quarters since. 16 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Spire Wealth Management held 39,712 shares of Innovator US Equity Buffer ETF July worth $2.16M as of Q2 2026.
  • Spire Wealth Management sold 1,175 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $62.4K.
  • Innovator US Equity Buffer ETF July made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.