IJUL — INNOVATOR ETFS TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INNOVATOR ETFS TR (IJUL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,000 — 0% 0.00% $131K $32.69
2023 Q4 REDUCED 4,000 -293 -6.8% 0.00% $108K $27.12
2023 Q1 UNCHANGED 4,293 — 0% 0.00% $109K $25.38
2022 Q4 INITIATED 4,293 — — 0.00% $102K —
% of Fund (quarterly)    IJUL price (monthly, adj. close)

Other funds also holding IJUL

As of 2025 Q4 — sorted by position size

Compass Advisory Group LLC 3Y 3.9% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 1.71% BFI Wealth Solutions, LLC 1.29% CORRADO ADVISORS, LLC 3Y 7Y 0.93% Long Island Wealth Management, Inc. 0.92% Clear Point Advisors Inc. 0.55% WEALTHGARDEN F.S. LLC 0.51% Global Strategic Investment Solutions, LLC 3Y 0.49% BIP Wealth, LLC 0.41% Berger Financial Group, Inc 3Y 0.41%
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