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

Wingate Wealth 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 		$407K Sell
8,198
-991
-11% -$50.3K 0.22% 81
2025
Q4 		$466K Buy
9,189
+1,499
+19% +$75.1K 0.26% 71
2025
Q3 		$382K Hold
7,690
– – 0.26% 74
2025
Q2 		$362K Hold
7,690
– – 0.32% 72
2025
Q1 		$332K Hold
7,690
– – 0.38% 72
2024
Q4 		$343K Buy
+7,690
New +$342K 0.34% 70

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

Wingate Wealth Advisors's BJUL Position: Q1 2026 in Review

Wingate Wealth Advisors reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 11% in Q1 2026, selling an estimated $50.3K and leaving 8,198 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #81.

Wingate Wealth Advisors first reported a position in BJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $466K in Q4 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Wingate Wealth Advisors held 8,198 shares of Innovator US Equity Buffer ETF July worth $407K as of Q1 2026.
  • Wingate Wealth Advisors sold 991 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $50.3K.
  • Innovator US Equity Buffer ETF July made up 0.22% of Wingate Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Wingate Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Wingate Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $466K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.