Avantax Planning Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Avantax Planning 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 Q2	$216K	Hold	4,429	–	–	0.01%	432
2026 Q1	$204K	Hold	4,429	–	–	0.01%	420
2025 Q4	$206K	Sell	4,429 -526	-11%	-$24.1K	0.01%	422
2025 Q3	$226K	Hold	4,955	–	–	0.01%	399
2025 Q2	$217K	Buy	+4,955	New	+$203K	0.01%	418
2025 Q1	–	Sell	-5,370	Closed	-$221K	–	451
2024 Q4	$221K	Sell	5,370 -519	-9%	-$21.3K	0.01%	396
2024 Q3	$238K	Sell	5,889 -40	-0.7%	-$1.58K	0.01%	381
2024 Q2	$230K	Sell	5,929 -35	-0.6%	-$1.34K	0.01%	411
2024 Q1	$227K	Buy	+5,964	New	+$221K	0.01%	421

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 $103B AUM 28.65% 1-Year Est. Return

Avantax Planning Partners's PJUL Position: Q2 2026 in Review

Avantax Planning Partners held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 4,429 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #432.

Avantax Planning Partners first reported a position in PJUL in Q1 2024 and has held it in 9 quarters since. The position peaked at $238K in Q3 2024. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Avantax Planning Partners held 4,429 shares of Innovator US Equity Power Buffer ETF July worth $216K as of Q2 2026.
Avantax Planning Partners left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #432 holding.
Avantax Planning Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2024 and has held it in 9 quarters since.
Avantax Planning Partners's Innovator US Equity Power Buffer ETF July position peaked at $238K in Q3 2024.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.