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WealthPLAN Partners’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-88,140
Closed -$3.81M – 256
2025
Q1 		$3.81M Buy
+88,140
New +$3.94M 0.54% 60

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

WealthPLAN Partners's BJUL Position: Q2 2025 in Review

WealthPLAN Partners sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2025, closing a stake of 88,140 shares — an estimated $3.81M sold.

WealthPLAN Partners first reported a position in BJUL in Q1 2025 and held it in 1 quarter. The position peaked at $3.81M in Q1 2025. 102 funds tracked by Wall St. Rank hold BJUL as of Q2 2025.

  • WealthPLAN Partners reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 88,140 Innovator US Equity Buffer ETF July shares in Q2 2025, an estimated $3.81M.
  • WealthPLAN Partners first reported a position in Innovator US Equity Buffer ETF July in Q1 2025 and held it in 1 quarter.
  • WealthPLAN Partners's Innovator US Equity Buffer ETF July position peaked at $3.81M in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.