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 Q2	$729K	Sell	13,278 -3,252	-20%	-$173K	0.04%	248
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 $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

Triad Wealth Partners's BJUL Position: Q2 2026 in Review

Triad Wealth Partners reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 20% in Q2 2026, selling an estimated $173K and leaving 13,278 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #248.

Triad Wealth Partners first reported a position in BJUL in Q2 2024 and has held it in 8 quarters since. The position peaked at $821K in Q1 2026. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Triad Wealth Partners held 13,278 shares of Innovator US Equity Buffer ETF July worth $729K as of Q2 2026.
Triad Wealth Partners sold 3,252 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $173K.
Innovator US Equity Buffer ETF July made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #248 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF July in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Innovator US Equity Buffer ETF July position peaked at $821K in Q1 2026.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.