Straight Path Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Straight Path Wealth Management’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 Q2	$1.26M	Buy	35,068 +413	+1%	+$14.5K	0.29%	35
2026 Q1	$1.17M	Buy	34,655 +292	+0.8%	+$9.96K	0.31%	32
2025 Q4	$1.15M	Buy	34,363 +376	+1%	+$12.4K	0.31%	31
2025 Q3	$1.11M	Buy	33,987 +740	+2%	+$23.8K	0.3%	40
2025 Q2	$1.06M	Buy	+33,247	New	+$1.01M	0.36%	30

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Straight Path Wealth Management's IJUL Position: Q2 2026 in Review

Straight Path Wealth Management increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 1.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 35,068 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #35.

Straight Path Wealth Management first reported a position in IJUL in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Straight Path Wealth Management held 35,068 shares of Innovator International Developed Power Buffer ETF July worth $1.26M as of Q2 2026.
Straight Path Wealth Management bought 413 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $14.5K.
Innovator International Developed Power Buffer ETF July made up 0.29% of Straight Path Wealth Management's portfolio in Q2 2026, its #35 holding.
Straight Path Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.