Steward Partners Investment Advisory’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Steward Partners Investment Advisory’s Portfolio IJUL Stock Details IJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.7K	Sell	2,064 -28,028	-93%	-$956K	﹤0.01%	2599
2025 Q4	$1.01M	Buy	30,092 +1	+0%	+$33	0.01%	1062
2025 Q3	$984K	Buy	30,091 +21,247	+240%	+$684K	0.01%	1055
2025 Q2	$282K	Sell	8,844 -300	-3%	-$9.09K	﹤0.01%	1581
2025 Q1	$266K	Hold	9,144	–	–	﹤0.01%	1509
2024 Q4	$253K	Buy	9,144 +5,909	+183%	+$168K	﹤0.01%	1491
2024 Q3	$95.1K	Sell	3,235 -265	-8%	-$7.6K	﹤0.01%	1898
2024 Q2	$98.4K	Buy	+3,500	New	+$98.5K	﹤0.01%	1784

Other funds holding IJUL

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 93% in Q1 2026, selling an estimated $956K and leaving 2,064 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Steward Partners Investment Advisory first reported a position in IJUL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

Steward Partners Investment Advisory held 2,064 shares of Innovator International Developed Power Buffer ETF July worth $69.7K as of Q1 2026.
Steward Partners Investment Advisory sold 28,028 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $956K.
Innovator International Developed Power Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2599 holding.
Steward Partners Investment Advisory first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Innovator International Developed Power Buffer ETF July position peaked at $1.01M in Q4 2025.
108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

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