Advance Capital Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Advance Capital Management’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	$236K	Sell	4,832 -273	-5%	-$13.1K	0.01%	179
2026 Q1	$235K	Hold	5,105	–	–	0.01%	154
2025 Q4	$237K	Hold	5,105	–	–	0.01%	150
2025 Q3	$233K	Hold	5,105	–	–	0.01%	155
2025 Q2	$224K	Hold	5,105	–	–	0.01%	154
2025 Q1	$205K	Hold	5,105	–	–	0.01%	156
2024 Q4	$210K	Hold	5,105	–	–	0.01%	148
2024 Q3	$207K	Buy	+5,105	New	+$201K	0.01%	144

Other funds holding PJUL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advance Capital Management's PJUL Position: Q2 2026 in Review

Advance Capital Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 5.3% in Q2 2026, selling an estimated $13.1K and leaving 4,832 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #179.

Advance Capital Management first reported a position in PJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $237K in Q4 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Advance Capital Management held 4,832 shares of Innovator US Equity Power Buffer ETF July worth $236K as of Q2 2026.
Advance Capital Management sold 273 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $13.1K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #179 holding.
Advance Capital Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Advance Capital Management's Innovator US Equity Power Buffer ETF July position peaked at $237K in Q4 2025.
262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.