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WealthPlan Investment Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

WealthPlan Investment Management’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
Q1 		$385K Sell
11,409
-129
-1% -$4.4K 0.02% 343
2025
Q4 		$387K Buy
+11,538
New +$380K 0.02% 288
2022
Q4 		– Sell
-40,148
Closed -$957K – 401
2022
Q3 		$957K Buy
+40,148
New +$913K 0.07% 170
2022
Q1 		$948K Buy
+40,398
New +$969K 0.07% 178

Other funds holding IJUL

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthPlan Investment Management's IJUL Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Innovator International Developed Power Buffer ETF July (IJUL) stake by 1.1% in Q1 2026, selling an estimated $4.4K and leaving 11,409 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #343.

WealthPlan Investment Management first reported a position in IJUL in Q1 2022 and has held it in 4 quarters since. The position peaked at $957K in Q3 2022. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • WealthPlan Investment Management held 11,409 shares of Innovator International Developed Power Buffer ETF July worth $385K as of Q1 2026.
  • WealthPlan Investment Management sold 129 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $4.4K.
  • Innovator International Developed Power Buffer ETF July made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #343 holding.
  • WealthPlan Investment Management first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2022 and has held it in 4 quarters since.
  • WealthPlan Investment Management's Innovator International Developed Power Buffer ETF July position peaked at $957K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.