UBS Group
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UBS Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

UBS Group’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 		– Sell
-586
Closed -$29.1K – 10460
2026
Q1 		$29.1K Buy
586
+571
+3,807% +$29K ﹤0.01% 7708
2025
Q4 		$761 Sell
15
-156
-91% -$7.81K ﹤0.01% 9821
2025
Q3 		$8.49K Sell
171
-8,200
-98% -$397K ﹤0.01% 8657
2025
Q2 		$395K Sell
8,371
-196
-2% -$8.62K ﹤0.01% 6207
2025
Q1 		$370K Buy
+8,567
New +$383K ﹤0.01% 6094
2024
Q4 		– Sell
-601
Closed -$26.3K – 9936
2024
Q3 		$26.3K Buy
+601
New +$25.5K ﹤0.01% 7197
2024
Q2 		– Sell
-254
Closed -$10.2K – 9532
2024
Q1 		$10.2K Sell
254
-733
-74% -$28.5K ﹤0.01% 7237
2023
Q4 		$37.1K Buy
+987
New +$35.1K ﹤0.01% 6714
2023
Q2 		– Sell
-4,079
Closed -$133K – 8936
2023
Q1 		$133K Buy
+4,079
New +$130K ﹤0.01% 5689
2022
Q4 		– Sell
-332
Closed -$10K – 10732
2022
Q3 		$10K Buy
+332
New +$10.4K ﹤0.01% 8404
2022
Q2 		– Sell
-1,253
Closed -$41K – 10322
2022
Q1 		$41K Sell
1,253
-1,040
-45% -$33.7K ﹤0.01% 6678
2021
Q4 		$77K Buy
2,293
+2,240
+4,226% +$73.2K ﹤0.01% 6522
2021
Q3 		$2K Buy
+53
New +$1.69K ﹤0.01% 8929
2021
Q1 		– Sell
-1,420
Closed -$43K – 9002
2020
Q4 		$43K Buy
+1,420
New +$41.6K ﹤0.01% 6311
2020
Q3 		– Sell
-111
Closed -$3K – 7983
2020
Q2 		$3K Sell
111
-1,172
-91% -$30.5K ﹤0.01% 7523
2020
Q1 		$30K Buy
1,283
+1,083
+542% +$28.7K ﹤0.01% 6201
2019
Q4 		$6K Buy
+200
New +$5.36K ﹤0.01% 7500

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's BJUL Position: Q2 2026 in Review

UBS Group sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2026, closing a stake of 586 shares — an estimated $29.1K sold.

UBS Group first reported a position in BJUL in Q4 2019 and held it in 17 quarters. The position peaked at $395K in Q2 2025. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • UBS Group reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 586 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $29.1K.
  • UBS Group first reported a position in Innovator US Equity Buffer ETF July in Q4 2019 and held it in 17 quarters.
  • UBS Group's Innovator US Equity Buffer ETF July position peaked at $395K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.