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

Wealthquest’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
2026
Q2 		$2.24M Sell
41,183
-507
-1% -$26.9K 0.14% 40
2026
Q1 		$2.07M Sell
41,690
-60
-0.1% -$3.05K 0.15% 36
2025
Q4 		$2.12M Sell
41,750
-1,151
-3% -$57.6K 0.16% 34
2025
Q3 		$2.13M Sell
42,901
-1,256
-3% -$60.7K 0.17% 29
2025
Q2 		$2.08M Sell
44,157
-6,165
-12% -$271K 0.16% 32
2025
Q1 		$2.17M Sell
50,322
-9,956
-17% -$445K 0.18% 29
2024
Q4 		$2.69M Sell
60,278
-3,554
-6% -$158K 0.22% 32
2024
Q3 		$2.78M Sell
63,832
-6,394
-9% -$271K 0.24% 31
2024
Q2 		$2.93M Sell
70,226
-3,260
-4% -$132K 0.31% 28
2024
Q1 		$2.96M Sell
73,486
-292,097
-80% -$11.4M 0.32% 28
2023
Q4 		$13.8M Sell
365,583
-89,528
-20% -$3.19M 1.52% 15
2023
Q3 		$15.7M Buy
455,111
+27,433
+6% +$971K 1.93% 14
2023
Q2 		$15.1M Buy
427,678
+66,911
+19% +$2.23M 1.8% 14
2023
Q1 		$11.8M Buy
360,767
+41,133
+13% +$1.31M 1.53% 14
2022
Q4 		$9.88M Buy
319,634
+32,059
+11% +$988K 1.27% 16
2022
Q3 		$8.38M Buy
287,575
+41,132
+17% +$1.29M 1.17% 15
2022
Q2 		$7.43M Sell
246,443
-204,715
-45% -$6.36M 1.12% 16
2022
Q1 		$15.1M Hold
451,158
– – 2.31% 13
2021
Q4 		$15.1M Buy
451,158
+48,839
+12% +$1.6M 2.31% 13
2021
Q3 		$12.7M Buy
402,319
+109,433
+37% +$3.49M 2.14% 13
2021
Q2 		$9.2M Buy
292,886
+114,761
+64% +$3.58M 1.57% 16
2021
Q1 		$5.52M Buy
178,125
+110,851
+165% +$3.37M 1.03% 18
2020
Q4 		$2.03M Buy
+67,274
New +$1.97M 0.43% 24

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest's BJUL Position: Q2 2026 in Review

Wealthquest reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 1.2% in Q2 2026, selling an estimated $26.9K and leaving 41,183 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #40.

Wealthquest first reported a position in BJUL in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.7M in Q3 2023. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Wealthquest held 41,183 shares of Innovator US Equity Buffer ETF July worth $2.24M as of Q2 2026.
  • Wealthquest sold 507 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $26.9K.
  • Innovator US Equity Buffer ETF July made up 0.14% of Wealthquest's portfolio in Q2 2026, its #40 holding.
  • Wealthquest first reported a position in Innovator US Equity Buffer ETF July in Q4 2020 and has held it in 23 quarters since.
  • Wealthquest's Innovator US Equity Buffer ETF July position peaked at $15.7M in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.