ARS Wealth Advisors Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

ARS Wealth Advisors Group’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	$1.76M	Buy	36,018 +980	+3%	+$47.1K	0.14%	70
2026 Q1	$1.61M	Sell	35,038 -2,501	-7%	-$116K	0.14%	70
2025 Q4	$1.74M	Hold	37,539	–	–	0.16%	62
2025 Q3	$1.71M	Buy	37,539 +5,081	+16%	+$227K	0.17%	62
2025 Q2	$1.42M	Sell	32,458 -61	-0.2%	-$2.5K	0.16%	63
2025 Q1	$1.31M	Sell	32,519 -8,114	-20%	-$335K	0.18%	58
2024 Q4	$1.67M	Sell	40,633 -257	-0.6%	-$10.5K	0.23%	51
2024 Q3	$1.66M	Sell	40,890 -236	-0.6%	-$9.3K	0.2%	56
2024 Q2	$1.6M	Buy	41,126 +30,195	+276%	+$1.16M	0.21%	56
2024 Q1	$415K	Sell	10,931 -213	-2%	-$7.9K	0.06%	108
2023 Q4	$403K	Hold	11,144	–	–	0.06%	103
2023 Q3	$376K	Sell	11,144 -2,919	-21%	-$100K	0.06%	105
2023 Q2	$481K	Buy	+14,063	New	+$455K	0.08%	95

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 $103B AUM 28.65% 1-Year Est. Return

ARS Wealth Advisors Group's PJUL Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 2.8% in Q2 2026, buying an estimated $47.1K and bringing the position to 36,018 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #70.

ARS Wealth Advisors Group first reported a position in PJUL in Q2 2023 and has held it in 13 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

ARS Wealth Advisors Group held 36,018 shares of Innovator US Equity Power Buffer ETF July worth $1.76M as of Q2 2026.
ARS Wealth Advisors Group bought 980 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $47.1K.
Innovator US Equity Power Buffer ETF July made up 0.14% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #70 holding.
ARS Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.