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

Whipplewood Advisors’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 		$46.5K Hold
935
– – 0.02% 272
2025
Q4 		$47.5K Hold
935
– – 0.03% 205
2025
Q3 		$46.4K Hold
935
– – 0.03% 201
2025
Q2 		$44.1K Buy
935
+42
+5% +$1.85K 0.02% 335
2025
Q1 		$40.4K Sell
893
-42
-4% -$1.88K 0.02% 339
2024
Q4 		$41.7K Buy
+935
New +$41.6K 0.02% 332

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Whipplewood Advisors's BJUL Position: Q1 2026 in Review

Whipplewood Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q1 2026 at 935 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #272.

Whipplewood Advisors first reported a position in BJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.5K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Whipplewood Advisors held 935 shares of Innovator US Equity Buffer ETF July worth $46.5K as of Q1 2026.
  • Whipplewood Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF July made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #272 holding.
  • Whipplewood Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Innovator US Equity Buffer ETF July position peaked at $47.5K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.