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

Avior 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	–	Sell	-8,659	Closed	-$398K	–	863
2026 Q1	$398K	Sell	8,659 -466	-5%	-$21.7K	0.01%	592
2025 Q4	$424K	Hold	9,125	–	–	0.01%	511
2025 Q3	$416K	Sell	9,125 -891	-9%	-$39.8K	0.01%	498
2025 Q2	$439K	Hold	10,016	–	–	0.02%	464
2025 Q1	$403K	Hold	10,016	–	–	0.02%	466
2024 Q4	$412K	Sell	10,016 -1,748	-15%	-$71.6K	0.02%	503
2024 Q3	$476K	Hold	11,764	–	–	0.02%	461
2024 Q2	$457K	Buy	11,764 +466	+4%	+$17.8K	0.02%	458
2024 Q1	$429K	Hold	11,298	–	–	0.02%	495
2023 Q4	$409K	Hold	11,298	–	–	0.02%	387
2023 Q3	$381K	Hold	11,298	–	–	0.03%	393
2023 Q2	$387K	Hold	11,298	–	–	0.03%	403
2023 Q1	$357K	Buy	+11,298	New	+$350K	0.02%	423

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 22.9% 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

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

Avior Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 8,659 shares — an estimated $398K sold.

Avior Wealth Management first reported a position in PJUL in Q1 2023 and held it in 13 quarters. The position peaked at $476K in Q3 2024. 263 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Avior Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 8,659 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $398K.
Avior Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2023 and held it in 13 quarters.
Avior Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $476K in Q3 2024.
263 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.