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Stratos Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Stratos Wealth Advisors’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 		$1.88M Sell
37,747
-199
-0.5% -$10.1K 0.12% 183
2025
Q4 		$1.93M Sell
37,946
-2,000
-5% -$100K 0.09% 217
2025
Q3 		$1.98M Buy
39,946
+17,282
+76% +$836K 0.1% 216
2025
Q2 		$1.07M Hold
22,664
– – 0.06% 299
2025
Q1 		$979K Sell
22,664
-11,905
-34% -$532K 0.05% 302
2024
Q4 		$1.54M Sell
34,569
-434
-1% -$19.3K 0.07% 253
2024
Q3 		$1.53M Sell
35,003
-657
-2% -$27.9K 0.07% 290
2024
Q2 		$1.49M Hold
35,660
– – 0.07% 256
2024
Q1 		$1.44M Buy
35,660
+3,037
+9% +$118K 0.09% 250
2023
Q4 		$1.23M Hold
32,623
– – 0.07% 285
2023
Q3 		$1.12M Buy
+32,623
New +$1.15M 0.07% 276

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 $71.6B AUM 21.08% 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