Sunbelt Securities’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Sunbelt Securities’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	$24.8K	Hold	500	–	–	﹤0.01%	1232
2025 Q4	$25.4K	Sell	500 -1,515	-75%	-$75.9K	﹤0.01%	1187
2025 Q3	$100K	Sell	2,015 -800	-28%	-$38.7K	0.01%	822
2025 Q2	$125K	Buy	2,815 +800	+40%	+$35.2K	0.01%	715
2025 Q1	$87K	Sell	2,015 -800	-28%	-$35.8K	0.01%	765
2024 Q4	$126K	Hold	2,815	–	–	0.01%	712
2024 Q3	$123K	Hold	2,815	–	–	0.01%	711
2024 Q2	$118K	Hold	2,815	–	–	0.01%	699
2024 Q1	$114K	Sell	2,815 -96	-3%	-$3.73K	0.01%	685
2023 Q4	$110K	Sell	2,911 -6,389	-69%	-$227K	0.01%	654
2023 Q3	$321K	Buy	9,300 +800	+9%	+$28.3K	0.04%	388
2023 Q2	$300K	Hold	8,500	–	–	0.04%	391
2023 Q1	$275K	Sell	8,500 -2,486	-23%	-$79.4K	0.04%	376
2022 Q4	$340K	Sell	10,986 -4,000	-27%	-$123K	0.07%	323
2022 Q3	$437K	Sell	14,986 -12,740	-46%	-$398K	0.09%	259
2022 Q2	$836K	Hold	27,726	–	–	0.18%	140
2022 Q1	$921K	Hold	27,726	–	–	0.17%	154
2021 Q4	$906K	Buy	27,726 +19,516	+238%	+$638K	0.15%	165
2021 Q3	$258K	Hold	8,210	–	–	0.05%	380
2021 Q2	$258K	Buy	+8,210	New	+$256K	0.05%	379

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Sunbelt Securities's BJUL Position: Q1 2026 in Review

Sunbelt Securities held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 500 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Sunbelt Securities first reported a position in BJUL in Q2 2021 and has held it in 20 quarters since. The position peaked at $921K in Q1 2022. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Sunbelt Securities held 500 shares of Innovator US Equity Buffer ETF July worth $24.8K as of Q1 2026.
Sunbelt Securities left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1232 holding.
Sunbelt Securities first reported a position in Innovator US Equity Buffer ETF July in Q2 2021 and has held it in 20 quarters since.
Sunbelt Securities's Innovator US Equity Buffer ETF July position peaked at $921K in Q1 2022.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.