Beacon Pointe Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Beacon Pointe Advisors’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	$9.04M	Buy	185,241 +17,541	+10%	+$843K	0.04%	364
2026 Q1	$7.71M	Buy	167,700 +80,927	+93%	+$3.77M	0.04%	374
2025 Q4	$4.03M	Sell	86,773 -1,543	-2%	-$70.8K	0.03%	440
2025 Q3	$4.03M	Sell	88,316 -12,929	-13%	-$578K	0.03%	403
2025 Q2	$4.44M	Buy	101,245 +7,643	+8%	+$313K	0.05%	333
2025 Q1	$3.76M	Sell	93,602 -843	-0.9%	-$34.8K	0.04%	350
2024 Q4	$3.89M	Sell	94,445 -25,269	-21%	-$1.04M	0.04%	327
2024 Q3	$4.85M	Buy	119,714 +31,611	+36%	+$1.25M	0.06%	295
2024 Q2	$3.42M	Sell	88,103 -8,542	-9%	-$327K	0.04%	356
2024 Q1	$3.67M	Sell	96,645 -6,901	-7%	-$256K	0.04%	364
2023 Q4	$3.75M	Sell	103,546 -2,185	-2%	-$75.7K	0.04%	346
2023 Q3	$3.56M	Buy	105,731 +24,155	+30%	+$830K	0.04%	337
2023 Q2	$2.79M	Buy	81,576 +10,198	+14%	+$330K	0.05%	319
2023 Q1	$2.26M	Sell	71,378 -2,568	-3%	-$79.6K	0.04%	366
2022 Q4	$2.23M	Sell	73,946 -1,165	-2%	-$34.9K	0.04%	340
2022 Q3	$2.15M	Buy	75,111 +13,112	+21%	+$396K	0.05%	304
2022 Q2	$1.82M	Buy	61,999 +28,966	+88%	+$858K	0.04%	342
2022 Q1	$1.01M	Buy	33,033 +6,906	+26%	+$209K	0.01%	617
2021 Q4	$805K	Sell	26,127 -760	-3%	-$23.1K	0.02%	427
2021 Q3	$800K	Buy	26,887 +5,808	+28%	+$174K	0.02%	445
2021 Q2	$624K	Buy	+21,079	New	+$622K	0.02%	431

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

Beacon Pointe Advisors's PJUL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 10% in Q2 2026, buying an estimated $843K and bringing the position to 185,241 shares worth $9.04M. The position accounts for 0.04% of the portfolio, ranked #364.

Beacon Pointe Advisors first reported a position in PJUL in Q2 2021 and has held it in 21 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Beacon Pointe Advisors held 185,241 shares of Innovator US Equity Power Buffer ETF July worth $9.04M as of Q2 2026.
Beacon Pointe Advisors bought 17,541 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $843K.
Innovator US Equity Power Buffer ETF July made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #364 holding.
Beacon Pointe Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 21 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.