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Action Point Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Action Point Financial Planning’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 		$587K Buy
+12,026
New +$578K 0.06% 235

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Action Point Financial Planning's PJUL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 12,026 shares worth $587K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings.

259 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Action Point Financial Planning held 12,026 shares of Innovator US Equity Power Buffer ETF July worth $587K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #235 holding.
  • 259 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.