Summit Wealth Partners’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Summit Wealth Partners’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	$284K	Sell	7,908 -204	-3%	-$7.16K	0.04%	239
2026 Q1	$274K	Sell	8,112 -383	-5%	-$13.1K	0.04%	228
2025 Q4	$285K	Hold	8,495	–	–	0.05%	171
2025 Q3	$278K	Hold	8,495	–	–	0.05%	183
2025 Q2	$271K	Sell	8,495 -1,168	-12%	-$35.4K	0.05%	188
2025 Q1	$281K	Sell	9,663 -174	-2%	-$5.02K	0.06%	179
2024 Q4	$272K	Sell	9,837 -2,762	-22%	-$78.3K	0.06%	174
2024 Q3	$370K	Buy	12,599 +3,746	+42%	+$107K	0.07%	169
2024 Q2	$249K	Buy	8,853 +870	+11%	+$24.5K	0.05%	198
2024 Q1	$225K	Sell	7,983 -1,104	-12%	-$30.2K	0.05%	208
2023 Q4	$246K	Hold	9,087	–	–	0.06%	187
2023 Q3	$231K	Buy	+9,087	New	+$236K	0.06%	168
2020 Q4	–	Sell	-12,137	Closed	-$279K	–	148
2020 Q3	$279K	Buy	+12,137	New	+$279K	0.08%	122

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

Summit Wealth Partners's IJUL Position: Q2 2026 in Review

Summit Wealth Partners reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 2.5% in Q2 2026, selling an estimated $7.16K and leaving 7,908 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #239.

Summit Wealth Partners first reported a position in IJUL in Q3 2020 and has held it in 13 quarters since. The position peaked at $370K in Q3 2024. 110 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Summit Wealth Partners held 7,908 shares of Innovator International Developed Power Buffer ETF July worth $284K as of Q2 2026.
Summit Wealth Partners sold 204 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $7.16K.
Innovator International Developed Power Buffer ETF July made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #239 holding.
Summit Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2020 and has held it in 13 quarters since.
Summit Wealth Partners's Innovator International Developed Power Buffer ETF July position peaked at $370K in Q3 2024.
110 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.