AA Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

AA Financial Advisors’s Portfolio PJUL Stock Details PJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.36M	Sell	171,208 -5,861	-3%	-$282K	1.01%	30
2026 Q1	$8.14M	Sell	177,069 -3,878	-2%	-$180K	1.15%	27
2025 Q4	$8.4M	Sell	180,947 -10,296	-5%	-$473K	1.55%	20
2025 Q3	$8.72M	Sell	191,243 -20	-0%	-$894	1.71%	21
2025 Q2	$8.39M	Sell	191,263 -2,908	-1%	-$119K	1.81%	20
2025 Q1	$7.8M	Buy	194,171 +897	+0.5%	+$37K	1.9%	17
2024 Q4	$7.96M	Buy	193,274 +14,454	+8%	+$592K	2.12%	11
2024 Q3	$7.24M	Buy	178,820 +8,740	+5%	+$344K	2.1%	9
2024 Q2	$6.61M	Buy	170,080 +2,690	+2%	+$103K	2.33%	10
2024 Q1	$6.36M	Sell	167,390 -44	-0%	-$1.63K	2.57%	9
2023 Q4	$6.06M	Buy	+167,434	New	+$5.8M	4.03%	10

Other funds holding PJUL

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

AA Financial Advisors's PJUL Position: Q2 2026 in Review

AA Financial Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.3% in Q2 2026, selling an estimated $282K and leaving 171,208 shares worth $8.36M. The position accounts for 1.01% of the portfolio, ranked #30.

AA Financial Advisors first reported a position in PJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.72M in Q3 2025. 53 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

AA Financial Advisors held 171,208 shares of Innovator US Equity Power Buffer ETF July worth $8.36M as of Q2 2026.
AA Financial Advisors sold 5,861 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $282K.
Innovator US Equity Power Buffer ETF July made up 1.01% of AA Financial Advisors's portfolio in Q2 2026, its #30 holding.
AA Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Innovator US Equity Power Buffer ETF July position peaked at $8.72M in Q3 2025.
53 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.