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 Q2	–	Sell	-935	Closed	-$46.5K	–	685
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 $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Whipplewood Advisors's BJUL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2026, closing a stake of 935 shares — an estimated $46.5K sold.

Whipplewood Advisors first reported a position in BJUL in Q4 2024 and held it in 6 quarters. The position peaked at $47.5K in Q4 2025. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Whipplewood Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 935 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $46.5K.
Whipplewood Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Innovator US Equity Buffer ETF July position peaked at $47.5K in Q4 2025.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.