WealthPlan Investment Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

WealthPlan Investment Management’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 Q3	–	Sell	-28,636	Closed	-$1.35M	–	343
2025 Q2	$1.35M	Sell	28,636 -157,469	-85%	-$6.92M	0.1%	159
2025 Q1	$8.04M	Buy	+186,105	New	+$8.32M	0.79%	46

Other funds holding BJUL

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthPlan Investment Management's BJUL Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2025, closing a stake of 28,636 shares — an estimated $1.35M sold.

WealthPlan Investment Management first reported a position in BJUL in Q1 2025 and held it in 2 quarters. The position peaked at $8.04M in Q1 2025. 112 funds tracked by Wall St. Rank hold BJUL as of Q3 2025.

WealthPlan Investment Management reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
WealthPlan Investment Management sold 28,636 Innovator US Equity Buffer ETF July shares in Q3 2025, an estimated $1.35M.
WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF July in Q1 2025 and held it in 2 quarters.
WealthPlan Investment Management's Innovator US Equity Buffer ETF July position peaked at $8.04M in Q1 2025.
112 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.