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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

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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. 57 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.
  • 57 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.