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 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

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 $104B AUM 28.3% 1-Year Est. Return

Atticus Wealth Management's PJUL Position: Q2 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 44% in Q2 2026, selling an estimated $361K and leaving 9,680 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #112.

Atticus Wealth Management first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q3 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Atticus Wealth Management held 9,680 shares of Innovator US Equity Power Buffer ETF July worth $472K as of Q2 2026.
Atticus Wealth Management sold 7,510 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $361K.
Innovator US Equity Power Buffer ETF July made up 0.11% of Atticus Wealth Management's portfolio in Q2 2026, its #112 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $1.06M in Q3 2024.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.