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Atlantic Private Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Atlantic Private Wealth’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
2025
Q4 		– Sell
-6,800
Closed -$310K – 403
2025
Q3 		$310K Buy
+6,800
New +$304K 0.2% 40

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Commonwealth Equity Services
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Atlantic Private Wealth's PJUL Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 6,800 shares — an estimated $310K sold.

Atlantic Private Wealth first reported a position in PJUL in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

  • Atlantic Private Wealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 6,800 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $310K.
  • Atlantic Private Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Innovator US Equity Power Buffer ETF July position peaked at $310K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.