Triad Wealth Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Triad Wealth Partners’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	$821K	Buy	16,530 +11,851	+253%	+$602K	0.07%	199
2025 Q4	$238K	Hold	4,679	–	–	0.02%	432
2025 Q3	$232K	Hold	4,679	–	–	0.03%	337
2025 Q2	$221K	Hold	4,679	–	–	0.04%	268
2025 Q1	$202K	Hold	4,679	–	–	0.06%	210
2024 Q4	$208K	Buy	+4,679	New	+$208K	0.08%	169
2024 Q3	–	Sell	-4,679	Closed	-$195K	–	151
2024 Q2	$195K	Buy	+4,679	New	+$190K	0.1%	94

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Triad Wealth Partners's BJUL Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Buffer ETF July (BJUL) stake by 253% in Q1 2026, buying an estimated $602K and bringing the position to 16,530 shares worth $821K. The position accounts for 0.07% of the portfolio, ranked #199.

Triad Wealth Partners first reported a position in BJUL in Q2 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Triad Wealth Partners held 16,530 shares of Innovator US Equity Buffer ETF July worth $821K as of Q1 2026.
Triad Wealth Partners bought 11,851 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $602K.
Innovator US Equity Buffer ETF July made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #199 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF July in Q2 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.