Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bedel Financial Consulting’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	$1.61M	Buy	32,938 +6,147	+23%	+$295K	0.15%	79
2026 Q1	$1.23M	Sell	26,791 -850	-3%	-$39.6K	0.14%	89
2025 Q4	$1.28M	Hold	27,641	–	–	0.14%	84
2025 Q3	$1.26M	Hold	27,641	–	–	0.16%	87
2025 Q2	$1.21M	Sell	27,641 -2,549	-8%	-$104K	0.17%	84
2025 Q1	$1.21M	Hold	30,190	–	–	0.17%	75
2024 Q4	$1.26M	Sell	30,190 -128	-0.4%	-$5.25K	0.18%	82
2024 Q3	$1.23M	Buy	30,318 +10,925	+56%	+$430K	0.17%	75
2024 Q2	$753K	Buy	19,393 +6,299	+48%	+$241K	0.11%	96
2024 Q1	$497K	Hold	13,094	–	–	0.08%	136
2023 Q4	$474K	Hold	13,094	–	–	0.09%	132
2023 Q3	$441K	Hold	13,094	–	–	0.09%	134
2023 Q2	$448K	Hold	13,094	–	–	0.09%	128
2023 Q1	$414K	Buy	13,094 +200	+2%	+$6.2K	0.1%	127
2022 Q4	$389K	Hold	12,894	–	–	0.1%	138
2022 Q3	$383K	Buy	12,894 +35	+0.3%	+$1.06K	0.1%	132
2022 Q2	$378K	Buy	12,859 +8,374	+187%	+$248K	0.11%	126
2022 Q1	$138K	Sell	4,485 -1,646	-27%	-$49.9K	0.04%	228
2021 Q4	$189K	Hold	6,131	–	–	0.06%	195
2021 Q3	$182K	Hold	6,131	–	–	0.06%	191
2021 Q2	$182K	Hold	6,131	–	–	0.06%	188
2021 Q1	$180K	Hold	6,131	–	–	0.07%	181
2020 Q4	$176K	Sell	6,131 -797	-12%	-$22.5K	0.08%	162
2020 Q3	$192K	Buy	6,928 +2,328	+51%	+$64K	0.1%	145
2020 Q2	$123K	Hold	4,600	–	–	0.07%	172
2020 Q1	$110K	Buy	4,600 +3,592	+356%	+$93.2K	0.07%	170
2019 Q4	$27K	Buy	1,008 +8	+0.8%	+$211	0.02%	373
2019 Q3	$26K	Buy	+1,000	New	+$25.9K	0.02%	368

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

Bedel Financial Consulting's PJUL Position: Q2 2026 in Review

Bedel Financial Consulting increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 23% in Q2 2026, buying an estimated $295K and bringing the position to 32,938 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #79.

Bedel Financial Consulting first reported a position in PJUL in Q3 2019 and has held it in 28 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Bedel Financial Consulting held 32,938 shares of Innovator US Equity Power Buffer ETF July worth $1.61M as of Q2 2026.
Bedel Financial Consulting bought 6,147 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $295K.
Innovator US Equity Power Buffer ETF July made up 0.15% of Bedel Financial Consulting's portfolio in Q2 2026, its #79 holding.
Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and has held it in 28 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.