IJUL — INNOVATOR ETFS TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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.

Peak position
1.02% (2023 Q4)
Avg. % of fund
0.62%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 19,879 -26,088 -56.8% 0.22% $650K $32.69
2023 Q4 INITIATED 45,967 — — 1.02% $1.2M —
% 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%
← Back to PRIVATE CLIENT SERVICES, LLC Holdings