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

BCS 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	$1.94M	Sell	39,806 -6,402	-14%	-$308K	0.35%	63
2026 Q1	$2.12M	Sell	46,208 -49,302	-52%	-$2.29M	0.43%	53
2025 Q4	$4.43M	Buy	95,510 +45,472	+91%	+$2.09M	0.45%	51
2025 Q3	$2.28M	Buy	50,038 +2,191	+5%	+$97.9K	0.51%	48
2025 Q2	$2.1M	Sell	47,847 -1,634	-3%	-$67K	0.45%	54
2025 Q1	$1.99M	Sell	49,481 -5,324	-10%	-$220K	0.51%	47
2024 Q4	$2.26M	Sell	54,805 -3,464	-6%	-$142K	0.56%	45
2024 Q3	$2.36M	Buy	58,269 +23,667	+68%	+$933K	1%	28
2024 Q2	$1.34M	Sell	34,602 -2,473	-7%	-$94.6K	0.65%	39
2024 Q1	$1.41M	Sell	37,075 -2,706	-7%	-$100K	0.45%	53
2023 Q4	$1.44M	Sell	39,781 -1,308	-3%	-$45.3K	0.53%	50
2023 Q3	$1.39M	Buy	41,089 +22,207	+118%	+$763K	0.58%	48
2023 Q2	$646K	Sell	18,882 -1,212	-6%	-$39.2K	0.47%	51
2023 Q1	$636K	Sell	20,094 -2,366	-11%	-$73.3K	0.29%	71
2022 Q4	$678K	Sell	22,460 -17,714	-44%	-$531K	0.28%	87
2022 Q3	$1.15M	Buy	40,174 +7,108	+21%	+$214K	0.54%	52
2022 Q2	$971K	Sell	33,066 -3,645	-10%	-$108K	0.43%	57
2022 Q1	$1.13M	Sell	36,711 -993	-3%	-$30.1K	0.47%	48
2021 Q4	$1.16M	Buy	37,704 +993	+3%	+$30.2K	0.42%	56
2021 Q3	$1.09M	Buy	36,711 +5,292	+17%	+$158K	0.46%	51
2021 Q2	$930K	Buy	+31,419	New	+$927K	0.49%	47

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 $104B AUM 28.3% 1-Year Est. Return

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

BCS Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 14% in Q2 2026, selling an estimated $308K and leaving 39,806 shares worth $1.94M. The position accounts for 0.35% of the portfolio, ranked #63.

BCS Wealth Management first reported a position in PJUL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.43M in Q4 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

BCS Wealth Management held 39,806 shares of Innovator US Equity Power Buffer ETF July worth $1.94M as of Q2 2026.
BCS Wealth Management sold 6,402 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $308K.
Innovator US Equity Power Buffer ETF July made up 0.35% of BCS Wealth Management's portfolio in Q2 2026, its #63 holding.
BCS Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 21 quarters since.
BCS Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $4.43M in Q4 2025.
262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.