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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Wood Tarver Financial 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
Q1 		$393K Sell
7,916
-27
-0.3% -$1.37K 0.11% 104
2025
Q4 		$403K Sell
7,943
-1,100
-12% -$55.1K 0.11% 105
2025
Q3 		$449K Buy
9,043
+8,165
+930% +$395K 0.13% 95
2025
Q2 		$41K Sell
878
-108
-11% -$4.75K 0.01% 293
2025
Q1 		$42.6K Hold
986
– – 0.01% 282
2024
Q4 		$43K Buy
+986
New +$43.9K 0.01% 276

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

Wood Tarver Financial Group's BJUL Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 0.34% in Q1 2026, selling an estimated $1.37K and leaving 7,916 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #104.

Wood Tarver Financial Group first reported a position in BJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $449K in Q3 2025. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

  • Wood Tarver Financial Group held 7,916 shares of Innovator US Equity Buffer ETF July worth $393K as of Q1 2026.
  • Wood Tarver Financial Group sold 27 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $1.37K.
  • Innovator US Equity Buffer ETF July made up 0.11% of Wood Tarver Financial Group's portfolio in Q1 2026, its #104 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF July position peaked at $449K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.