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Tradition Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Tradition Wealth Management’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
Q1 		$304K Sell
9,006
-675
-7% -$23K 0.02% 384
2025
Q4 		$324K Hold
9,681
– – 0.02% 364
2025
Q3 		$316K Buy
9,681
+407
+4% +$13.1K 0.02% 358
2025
Q2 		$296K Hold
9,274
– – 0.02% 356
2025
Q1 		$270K Sell
9,274
-120
-1% -$3.46K 0.02% 350
2024
Q4 		$260K Sell
9,394
-2,000
-18% -$56.7K 0.02% 348
2024
Q3 		$335K Sell
11,394
-2,967
-21% -$85K 0.03% 304
2024
Q2 		$404K Sell
14,361
-1,060
-7% -$29.8K 0.04% 267
2024
Q1 		$435K Sell
15,421
-72
-0.5% -$1.97K 0.04% 241
2023
Q4 		$420K Sell
15,493
-1,441
-9% -$37.3K 0.04% 222
2023
Q3 		$431K Buy
16,934
+635
+4% +$16.5K 0.05% 201
2023
Q2 		$428K Hold
16,299
– – 0.05% 195
2023
Q1 		$414K Hold
16,299
– – 0.05% 200
2022
Q4 		$389K Buy
16,299
+6,567
+67% +$150K 0.05% 194
2022
Q3 		$207K Buy
9,732
+2,158
+28% +$49.1K 0.03% 251
2022
Q2 		$172K Hold
7,574
– – 0.03% 282
2022
Q1 		$181K Sell
7,574
-1,288
-15% -$30.9K 0.02% 312
2021
Q4 		$217K Buy
8,862
+355
+4% +$8.68K 0.03% 290
2021
Q3 		$206K Sell
8,507
-109,028
-93% -$2.67M 0.03% 270
2021
Q2 		$3.01M Buy
117,535
+115,311
+5,185% +$2.81M 0.45% 63
2021
Q1 		$54K Sell
2,224
-34
-2% -$820 0.01% 416
2020
Q4 		$54K Buy
+2,258
New +$53K 0.01% 401

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's IJUL Position: Q1 2026 in Review

Tradition Wealth Management reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 7% in Q1 2026, selling an estimated $23K and leaving 9,006 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #384.

Tradition Wealth Management first reported a position in IJUL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.01M in Q2 2021. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • Tradition Wealth Management held 9,006 shares of Innovator International Developed Power Buffer ETF July worth $304K as of Q1 2026.
  • Tradition Wealth Management sold 675 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $23K.
  • Innovator International Developed Power Buffer ETF July made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #384 holding.
  • Tradition Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $3.01M in Q2 2021.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.