TopTier Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

TopTier Wealth Management’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 Q2	$537K	Sell	9,895 -3	-0%	-$159	0.32%	68
2026 Q1	$492K	Sell	9,898 -31	-0.3%	-$1.57K	0.3%	68
2025 Q4	$504K	Buy	+9,929	New	+$497K	0.34%	67

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TopTier Wealth Management's BJUL Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.03% in Q2 2026, selling an estimated $159 and leaving 9,895 shares worth $537K. The position accounts for 0.32% of the portfolio, ranked #68.

TopTier Wealth Management first reported a position in BJUL in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

TopTier Wealth Management held 9,895 shares of Innovator US Equity Buffer ETF July worth $537K as of Q2 2026.
TopTier Wealth Management sold 3 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $159.
Innovator US Equity Buffer ETF July made up 0.32% of TopTier Wealth Management's portfolio in Q2 2026, its #68 holding.
TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.