Atria Wealth Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Atria Wealth Solutions’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 Q2	$1.42M	Sell	32,396 -8,278	-20%	-$339K	0.03%	517
2025 Q1	$1.63M	Sell	40,674 -14,371	-26%	-$593K	0.02%	708
2024 Q4	$2.27M	Sell	55,045 -10,180	-16%	-$417K	0.02%	603
2024 Q3	$2.64M	Buy	65,225 +28,282	+77%	+$1.11M	0.03%	529
2024 Q2	$1.44M	Sell	36,943 -9,562	-21%	-$366K	0.02%	750
2024 Q1	$1.77M	Sell	46,505 -16,520	-26%	-$612K	0.02%	683
2023 Q4	$2.28M	Sell	63,025 -11,813	-16%	-$409K	0.03%	563
2023 Q3	$2.52M	Buy	74,838 +17,344	+30%	+$596K	0.04%	489
2023 Q2	$1.97M	Buy	57,494 +25,231	+78%	+$817K	0.03%	572
2023 Q1	$1.02M	Sell	32,263 -960	-3%	-$29.7K	0.02%	787
2022 Q4	$1M	Buy	33,223 +25,976	+358%	+$778K	0.02%	740
2022 Q3	$207K	Buy	7,247 +195	+3%	+$5.88K	﹤0.01%	1533
2022 Q2	$207K	Sell	7,052 -15,448	-69%	-$458K	﹤0.01%	1440
2022 Q1	$690K	Buy	+22,500	New	+$682K	0.01%	905

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Atria Wealth Solutions's PJUL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 20% in Q2 2025, selling an estimated $339K and leaving 32,396 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #517.

Atria Wealth Solutions first reported a position in PJUL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q3 2024. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

Atria Wealth Solutions held 32,396 shares of Innovator US Equity Power Buffer ETF July worth $1.42M as of Q2 2025.
Atria Wealth Solutions sold 8,278 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $339K.
Innovator US Equity Power Buffer ETF July made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #517 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Innovator US Equity Power Buffer ETF July position peaked at $2.64M in Q3 2024.
236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.