Triad Wealth Partners’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Triad Wealth Partners’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 Q2	$1.73M	Sell	47,445 -4,298	-8%	-$151K	0.1%	136
2026 Q1	$1.75M	Buy	51,743 +8,318	+19%	+$284K	0.14%	108
2025 Q4	$1.46M	Buy	43,425 +5,808	+15%	+$191K	0.14%	112
2025 Q3	$1.23M	Buy	37,617 +14,521	+63%	+$467K	0.16%	101
2025 Q2	$738K	Buy	23,096 +9,517	+70%	+$288K	0.15%	106
2025 Q1	$395K	Buy	13,579 +3,094	+30%	+$89.3K	0.12%	125
2024 Q4	$290K	Buy	+10,485	New	+$297K	0.1%	138
2024 Q3	–	Sell	-4,659	Closed	-$131K	–	448
2024 Q2	$131K	Buy	+4,659	New	+$131K	0.07%	129

Other funds holding IJUL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

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

Triad Wealth Partners reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 8.3% in Q2 2026, selling an estimated $151K and leaving 47,445 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #136.

Triad Wealth Partners first reported a position in IJUL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q1 2026. 109 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Triad Wealth Partners held 47,445 shares of Innovator International Developed Power Buffer ETF July worth $1.73M as of Q2 2026.
Triad Wealth Partners sold 4,298 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $151K.
Innovator International Developed Power Buffer ETF July made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #136 holding.
Triad Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Innovator International Developed Power Buffer ETF July position peaked at $1.75M in Q1 2026.
109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

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