Atticus Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Atticus Wealth 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 Q3	$474K	Sell	9,540 -140	-1%	-$6.91K	0.1%	113
2026 Q2	$472K	Sell	9,680 -7,510	-44%	-$361K	0.11%	112
2026 Q1	$790K	Sell	17,190 -2,000	-10%	-$93.1K	0.21%	75
2025 Q4	$891K	Hold	19,190	–	–	0.22%	66
2025 Q3	$875K	Hold	19,190	–	–	0.22%	66
2025 Q2	$841K	Hold	19,190	–	–	0.23%	59
2025 Q1	$771K	Hold	19,190	–	–	0.25%	55
2024 Q4	$790K	Sell	19,190 -7,000	-27%	-$287K	0.25%	50
2024 Q3	$1.06M	Hold	26,190	–	–	0.34%	39
2024 Q2	$1.02M	Hold	26,190	–	–	0.33%	37
2024 Q1	$995K	Hold	26,190	–	–	0.33%	44
2023 Q4	$948K	Sell	26,190 -160	-0.6%	-$5.54K	0.33%	44
2023 Q3	$888K	Buy	+26,350	New	+$905K	0.34%	42

Other funds holding PJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Atticus Wealth Management's PJUL Position: Q3 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1.4% in Q3 2026, selling an estimated $6.91K and leaving 9,540 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #113.

Atticus Wealth Management first reported a position in PJUL in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2024. 89 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Atticus Wealth Management held 9,540 shares of Innovator US Equity Power Buffer ETF July worth $474K as of Q3 2026.
Atticus Wealth Management sold 140 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $6.91K.
Innovator US Equity Power Buffer ETF July made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #113 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 13 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $1.06M in Q3 2024.
89 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.