FOUNDERS FINANCIAL SECURITIES LLC IJUL — INNOVATOR ETFS TRUST

Ownership history in FOUNDERS FINANCIAL SECURITIES LLC  ·  5 quarters on record

AI Ownership Summary

FOUNDERS FINANCIAL SECURITIES LLC reported INNOVATOR ETFS TRUST (IJUL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows IJUL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOUNDERS FINANCIAL SECURITIES LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IJUL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJUL stock page FOUNDERS FINANCIAL SECURITIES LLC fund profile FOUNDERS FINANCIAL SECURITIES LLC full holdings
How FOUNDERS FINANCIAL SECURITIES LLC held IJUL — position size vs. price
% of Fund (quarterly)    IJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,746 +4,611 +18.3% 0.06% $1.0M 2026-04-16 $34.80
2025 Q4 ADDED — — — 25,135 +3,563 +16.5% 0.05% $842K 2026-02-10 $34.65
2025 Q3 ADDED — — — 21,572 +4,391 +25.6% 0.05% $705K 2025-10-15 $32.70
2025 Q2 ADDED — — — 17,181 +3,885 +29.2% 0.04% $549K 2025-08-06 $31.84
2025 Q1 INITIATED — — — 13,296 — — 0.03% $398K 2025-05-12 $30.39

🏢 Other funds also holding IJUL

As of 2026 Q1 — sorted by position size

GTS FINANCIAL, LLC 4.28% BFI Wealth Solutions, LLC 1.8% CORRADO ADVISORS, LLC 3Y 7Y 0.96% Long Island Wealth Management, Inc. 0.91% Cornerstone Wealth, LLC/TN 0.65% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 0.57% Opus Financial Solutions LLC 0.56% WorthPointe, LLC 3Y 0.4% Berger Financial Group, Inc 3Y 0.39% Diligent Investors, LLC 3Y 7Y 0.38%

FAQ About FOUNDERS FINANCIAL SECURITIES LLC and IJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOUNDERS FINANCIAL SECURITIES LLC reported owning IJUL?

FOUNDERS FINANCIAL SECURITIES LLC reported IJUL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IJUL position in FOUNDERS FINANCIAL SECURITIES LLC's portfolio?

The largest reported portfolio weight for IJUL was 0.06% in 2026 Q1.

What is the latest reported IJUL position on this page?

The most recent filing on this page is 2026 Q1, when FOUNDERS FINANCIAL SECURITIES LLC reported 29,746 shares, equal to 0.06% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IJUL ownership page compare?

The chart compares FOUNDERS FINANCIAL SECURITIES LLC's quarterly IJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FOUNDERS FINANCIAL SECURITIES LLC time their IJUL position?

Based on 13F filing dates vs. subsequent IJUL price moves, FOUNDERS FINANCIAL SECURITIES LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on IJUL relative to SPY over the holding period was -10.6%.

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