Avantax Advisory Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
43,212
+10
+0% +$410 0.01% 825
2025
Q1
$1.74M Sell
43,202
-10
-0% -$413 0.01% 806
2024
Q4
$1.78M Sell
43,212
-885
-2% -$36.3K 0.01% 765
2024
Q3
$1.79M Buy
44,097
+4,216
+11% +$166K 0.01% 759
2024
Q2
$1.55M Buy
39,881
+865
+2% +$33.1K 0.01% 765
2024
Q1
$1.48M Buy
39,016
+5,660
+17% +$210K 0.01% 627
2023
Q4
$1.21M Sell
33,356
-15,691
-32% -$543K 0.01% 651
2023
Q3
$1.65M Buy
49,047
+9,613
+24% +$330K 0.02% 519
2023
Q2
$1.35M Buy
39,434
+3,805
+11% +$123K 0.02% 581
2023
Q1
$1.13M Sell
35,629
-1,639
-4% -$50.8K 0.01% 623
2022
Q4
$1.13M Buy
37,268
+5,705
+18% +$171K 0.02% 601
2022
Q3
$903K Buy
31,563
+16,623
+111% +$501K 0.01% 589
2022
Q2
$439K Buy
+14,940
New +$443K 0.01% 841

Other funds holding PJUL

Avantax Advisory Services's PJUL Position: Q2 2025 in Review

Avantax Advisory Services increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.02% in Q2 2025, buying an estimated $410 and bringing the position to 43,212 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #825.

Avantax Advisory Services first reported a position in PJUL in Q2 2022 and has held it in 13 quarters since. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

  • Avantax Advisory Services held 43,212 shares of Innovator US Equity Power Buffer ETF July worth $1.89M as of Q2 2025.
  • Avantax Advisory Services bought 10 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $410.
  • Innovator US Equity Power Buffer ETF July made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #825 holding.
  • Avantax Advisory Services first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and has held it in 13 quarters since.
  • 236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.