Weaver Consulting Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Weaver Consulting Group’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 Q3	$683K	Buy	12,326 +7,000	+131%	+$385K	0.13%	137
2026 Q2	$289K	Hold	5,326	–	–	0.06%	233
2026 Q1	$265K	Sell	5,326 -2,048	-28%	-$104K	0.06%	225
2025 Q4	$374K	Hold	7,374	–	–	0.09%	172
2025 Q3	$366K	Buy	+7,374	New	+$357K	0.09%	166
2020 Q4	–	Sell	-1,596	Closed	-$45K	–	220
2020 Q3	$45K	Hold	1,596	–	–	0.03%	278
2020 Q2	$43K	Buy	1,596 +570	+56%	+$14.8K	0.03%	275
2020 Q1	$24K	Hold	1,026	–	–	0.02%	308
2019 Q4	$27K	Hold	1,026	–	–	0.01%	320
2019 Q3	$27K	Buy	+1,026	New	+$26.7K	0.01%	298

Other funds holding BJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Weaver Consulting Group's BJUL Position: Q3 2026 in Review

Weaver Consulting Group increased its Innovator US Equity Buffer ETF July (BJUL) stake by 131% in Q3 2026, buying an estimated $385K and bringing the position to 12,326 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #137.

Weaver Consulting Group first reported a position in BJUL in Q3 2019 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

Weaver Consulting Group held 12,326 shares of Innovator US Equity Buffer ETF July worth $683K as of Q3 2026.
Weaver Consulting Group bought 7,000 Innovator US Equity Buffer ETF July shares in Q3 2026, an estimated $385K.
Innovator US Equity Buffer ETF July made up 0.13% of Weaver Consulting Group's portfolio in Q3 2026, its #137 holding.
Weaver Consulting Group first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.