Ausdal Financial Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Ausdal Financial Partners’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 Q1	$268K	Buy	5,831 +193	+3%	+$8.98K	0.01%	827
2025 Q4	$262K	Buy	5,638 +306	+6%	+$14K	0.01%	788
2025 Q3	$243K	Buy	+5,332	New	+$238K	0.01%	814
2024 Q3	–	Sell	-6,190	Closed	-$240K	–	542
2024 Q2	$240K	Sell	6,190 -7,171	-54%	-$274K	0.03%	438
2024 Q1	$507K	Hold	13,361	–	–	0.06%	268
2023 Q4	$484K	Hold	13,361	–	–	0.06%	262
2023 Q3	$450K	Buy	+13,361	New	+$459K	0.06%	259
2023 Q2	–	Sell	-12,573	Closed	-$398K	–	457
2023 Q1	$398K	Hold	12,573	–	–	0.05%	281
2022 Q4	$380K	Hold	12,573	–	–	0.06%	288
2022 Q3	$360K	Buy	12,573 +5,482	+77%	+$165K	0.06%	293
2022 Q2	$208K	Buy	+7,091	New	+$210K	0.03%	410

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ausdal Financial Partners's PJUL Position: Q1 2026 in Review

Ausdal Financial Partners increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.4% in Q1 2026, buying an estimated $8.98K and bringing the position to 5,831 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #827.

Ausdal Financial Partners first reported a position in PJUL in Q2 2022 and has held it in 11 quarters since. The position peaked at $507K in Q1 2024. 269 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

Ausdal Financial Partners held 5,831 shares of Innovator US Equity Power Buffer ETF July worth $268K as of Q1 2026.
Ausdal Financial Partners bought 193 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $8.98K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #827 holding.
Ausdal Financial Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and has held it in 11 quarters since.
Ausdal Financial Partners's Innovator US Equity Power Buffer ETF July position peaked at $507K in Q1 2024.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.