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 Q2	$382K	Sell	7,047 -869	-11%	-$46.1K	0.09%	114
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 $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 $59.8B AUM 29.42% 1-Year Est. Return

Wood Tarver Financial Group's BJUL Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 11% in Q2 2026, selling an estimated $46.1K and leaving 7,047 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #114.

Wood Tarver Financial Group first reported a position in BJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $449K in Q3 2025. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

Wood Tarver Financial Group held 7,047 shares of Innovator US Equity Buffer ETF July worth $382K as of Q2 2026.
Wood Tarver Financial Group sold 869 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $46.1K.
Innovator US Equity Buffer ETF July made up 0.09% of Wood Tarver Financial Group's portfolio in Q2 2026, its #114 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's Innovator US Equity Buffer ETF July position peaked at $449K in Q3 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.