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 Q2	$536K	Buy	9,864 +1,666	+20%	+$88.4K	0.24%	72
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 $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

Wingate Wealth Advisors's BJUL Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Innovator US Equity Buffer ETF July (BJUL) stake by 20% in Q2 2026, buying an estimated $88.4K and bringing the position to 9,864 shares worth $536K. The position accounts for 0.24% of the portfolio, ranked #72.

Wingate Wealth Advisors first reported a position in BJUL in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Wingate Wealth Advisors held 9,864 shares of Innovator US Equity Buffer ETF July worth $536K as of Q2 2026.
Wingate Wealth Advisors bought 1,666 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $88.4K.
Innovator US Equity Buffer ETF July made up 0.24% of Wingate Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Wingate Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.