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

WealthShield 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
2026 Q1	$23.8K	Hold	478	–	–	﹤0.01%	490
2025 Q4	$24.3K	Hold	478	–	–	﹤0.01%	469
2025 Q3	$23.7K	Hold	478	–	–	﹤0.01%	469
2025 Q2	$22.5K	Hold	478	–	–	﹤0.01%	461
2025 Q1	$20.6K	Buy	+478	New	+$21.4K	﹤0.01%	456
2024 Q4	–	Sell	-478	Closed	-$20.9K	–	495
2024 Q3	$20.9K	Buy	+478	New	+$20.3K	﹤0.01%	425

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $404M AUM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

WealthShield Partners's BJUL Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 478 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

WealthShield Partners first reported a position in BJUL in Q3 2024 and has held it in 6 quarters since. The position peaked at $24.3K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

WealthShield Partners held 478 shares of Innovator US Equity Buffer ETF July worth $23.8K as of Q1 2026.
WealthShield Partners left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF July made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #490 holding.
WealthShield Partners first reported a position in Innovator US Equity Buffer ETF July in Q3 2024 and has held it in 6 quarters since.
WealthShield Partners's Innovator US Equity Buffer ETF July position peaked at $24.3K in Q4 2025.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.