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Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$339K Sell
6,831
-418
-6% -$21.2K ﹤0.01% 1737
2025
Q4 		$368K Buy
7,249
+37
+0.5% +$1.85K ﹤0.01% 1600
2025
Q3 		$358K Buy
7,212
+2,111
+41% +$102K ﹤0.01% 1559
2025
Q2 		$240K Hold
5,101
– – ﹤0.01% 1668
2025
Q1 		$220K Sell
5,101
-878
-15% -$39.3K ﹤0.01% 1599
2024
Q4 		$266K Sell
5,979
-828
-12% -$36.8K ﹤0.01% 1470
2024
Q3 		$297K Buy
6,807
+758
+13% +$32.1K ﹤0.01% 1340
2024
Q2 		$253K Buy
6,049
+1,076
+22% +$43.7K ﹤0.01% 1342
2024
Q1 		$201K Sell
4,973
-2,870
-37% -$112K ﹤0.01% 1437
2023
Q4 		$295K Sell
7,843
-1,416
-15% -$50.4K ﹤0.01% 1224
2023
Q3 		$319K Buy
9,259
+5,118
+124% +$181K ﹤0.01% 1102
2023
Q2 		$146K Sell
4,141
-1,326
-24% -$44.3K ﹤0.01% 1404
2023
Q1 		$179K Hold
5,467
– – ﹤0.01% 1341
2022
Q4 		$169K Hold
5,467
– – ﹤0.01% 1320
2022
Q3 		$159K Buy
+5,467
New +$171K ﹤0.01% 1296

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Steward Partners Investment Advisory's BJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 5.8% in Q1 2026, selling an estimated $21.2K and leaving 6,831 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Steward Partners Investment Advisory first reported a position in BJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $368K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 6,831 shares of Innovator US Equity Buffer ETF July worth $339K as of Q1 2026.
  • Steward Partners Investment Advisory sold 418 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $21.2K.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1737 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Innovator US Equity Buffer ETF July position peaked at $368K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.