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Alliance Wealth Advisors (Pennsylvania)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$547K Hold
11,200
– – 0.18% 79
2026
Q1 		$515K Hold
11,200
– – 0.23% 73
2025
Q4 		$520K Hold
11,200
– – 0.23% 73
2025
Q3 		$511K Hold
11,200
– – 0.23% 70
2025
Q2 		$491K Hold
11,200
– – 0.25% 69
2025
Q1 		$450K Hold
11,200
– – 0.26% 70
2024
Q4 		$461K Hold
11,200
– – 0.26% 71
2024
Q3 		$453K Hold
11,200
– – 0.26% 75
2024
Q2 		$435K Hold
11,200
– – 0.27% 68
2024
Q1 		$425K Hold
11,200
– – 0.27% 72
2023
Q4 		$405K Hold
11,200
– – 0.27% 76
2023
Q3 		$377K Buy
+11,200
New +$385K 0.27% 73

Other funds holding PJUL

CA
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PJUL Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 11,200 shares worth $547K. The position accounts for 0.18% of the portfolio, ranked #79.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 11,200 shares of Innovator US Equity Power Buffer ETF July worth $547K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.18% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #79 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.