Wealth Enhancement Advisory Services
IJUL icon

Wealth Enhancement Advisory Services’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Wealth Enhancement Advisory Services’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 		$861K Buy
33,704
+3,543
+12% +$124K ﹤0.01% 2190
2026
Q1 		$747K Sell
30,161
-492
-2% -$16.8K ﹤0.01% 2015
2025
Q4 		$1.04M Hold
30,653
– – ﹤0.01% 1939
2025
Q3 		$1.01M Buy
30,653
+1,427
+5% +$45.9K ﹤0.01% 1863
2025
Q2 		$930K Buy
29,226
+67
+0.2% +$2.03K ﹤0.01% 1797
2025
Q1 		$849K Sell
29,159
-180
-0.6% -$5.19K ﹤0.01% 1692
2024
Q4 		$813K Sell
29,339
-5,176
-15% -$147K ﹤0.01% 1667
2024
Q3 		$1.01M Buy
34,515
+7,117
+26% +$204K ﹤0.01% 1385
2024
Q2 		$770K Hold
27,398
– – ﹤0.01% 1394
2024
Q1 		$773K Hold
27,398
– – ﹤0.01% 1353
2023
Q4 		$743K Buy
27,398
+3,720
+16% +$96.3K ﹤0.01% 1287
2023
Q3 		$603K Buy
+23,678
New +$616K ﹤0.01% 1332

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CFP
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NAM
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FFG
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CWS
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AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CA
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HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return