Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$380K	Hold	7,489	–	–	0.08%	138
2025 Q3	$372K	Hold	7,489	–	–	0.08%	141
2025 Q2	$353K	Sell	7,489 -303	-4%	-$13.3K	0.08%	136
2025 Q1	$336K	Sell	7,792 -222	-3%	-$9.93K	0.08%	130
2024 Q4	$357K	Hold	8,014	–	–	0.09%	123
2024 Q3	$350K	Hold	8,014	–	–	0.09%	126
2024 Q2	$335K	Buy	8,014 +2,380	+42%	+$96.7K	0.09%	107
2024 Q1	$227K	Hold	5,634	–	–	0.06%	126
2023 Q4	$212K	Buy	+5,634	New	+$201K	0.06%	119

Other funds holding BJUL

COFG Advisors Oak Brook, Illinois $404M AUM

PCM

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

IIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Vantage Financial Partners (Wisconsin)'s BJUL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q4 2025 at 7,489 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #138.

Vantage Financial Partners (Wisconsin) first reported a position in BJUL in Q4 2023 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold BJUL as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 7,489 shares of Innovator US Equity Buffer ETF July worth $380K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Innovator US Equity Buffer ETF July share count unchanged in Q4 2025.
Innovator US Equity Buffer ETF July made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #138 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.