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

Tradition 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
Q1 		$283K Sell
5,690
-2,599
-31% -$132K 0.02% 399
2025
Q4 		$421K Sell
8,289
-1,212
-13% -$60.7K 0.03% 313
2025
Q3 		$472K Buy
9,501
+3,811
+67% +$184K 0.03% 301
2025
Q2 		$268K Sell
5,690
-351
-6% -$15.4K 0.02% 378
2025
Q1 		$261K Hold
6,041
– – 0.02% 358
2024
Q4 		$269K Sell
6,041
-406
-6% -$18.1K 0.02% 338
2024
Q3 		$282K Buy
6,447
+757
+13% +$32.1K 0.03% 334
2024
Q2 		$238K Hold
5,690
– – 0.02% 353
2024
Q1 		$229K Buy
+5,690
New +$221K 0.02% 349
2021
Q1 		– Sell
-137
Closed -$4K – 821
2020
Q4 		$4K Buy
+137
New +$4.01K ﹤0.01% 862

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