Bank of Montreal
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Bank of Montreal’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bank of Montreal’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
2025
Q1 		– Sell
-1,473
Closed -$60.6K – 3677
2024
Q4 		$60.6K Hold
1,473
– – ﹤0.01% 3069
2024
Q3 		$59.4K Hold
1,473
– – ﹤0.01% 3377
2024
Q2 		$57.3K Buy
+1,473
New +$56.4K ﹤0.01% 3399
2021
Q2 		– Sell
-600
Closed -$18K – 4616
2021
Q1 		$18K Hold
600
– – ﹤0.01% 4102
2020
Q4 		$17K Hold
600
– – ﹤0.01% 4495
2020
Q3 		$17K Buy
+600
New +$16.5K ﹤0.01% 3904

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal's PJUL Position: Q1 2025 in Review

Bank of Montreal sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2025, closing a stake of 1,473 shares — an estimated $60.6K sold.

Bank of Montreal first reported a position in PJUL in Q3 2020 and held it in 6 quarters. The position peaked at $60.6K in Q4 2024. 239 funds tracked by Wall St. Rank hold PJUL as of Q1 2025.

  • Bank of Montreal reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,473 Innovator US Equity Power Buffer ETF July shares in Q1 2025, an estimated $60.6K.
  • Bank of Montreal first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2020 and held it in 6 quarters.
  • Bank of Montreal's Innovator US Equity Power Buffer ETF July position peaked at $60.6K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.