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

Bellwether 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	$7.96M	Buy	163,173 +116,850	+252%	+$5.62M	1.18%	17
2026 Q1	$2.13M	Sell	46,323 -9,011	-16%	-$419K	0.36%	64
2025 Q4	$2.57M	Buy	55,334 +9,980	+22%	+$458K	0.41%	50
2025 Q3	$2.07M	Buy	45,354 +13,958	+44%	+$624K	0.34%	64
2025 Q2	$1.38M	Buy	31,396 +9,646	+44%	+$395K	0.24%	65
2025 Q1	$874K	Sell	21,750 -1,333	-6%	-$55K	0.18%	66
2024 Q4	$950K	Hold	23,083	–	–	0.17%	68
2024 Q3	$934K	Buy	23,083 +7	+0%	+$276	0.18%	67
2024 Q2	$897K	Sell	23,076 -11,825	-34%	-$452K	0.19%	72
2024 Q1	$1.33M	Sell	34,901 -223	-0.6%	-$8.27K	0.29%	65
2023 Q4	$1.27M	Hold	35,124	–	–	0.31%	59
2023 Q3	$1.18M	Sell	35,124 -1	-0%	-$34	0.32%	64
2023 Q2	$1.2M	Sell	35,125 -55,162	-61%	-$1.79M	0.35%	47
2023 Q1	$2.86M	Sell	90,287 -2,312	-2%	-$71.6K	0.78%	24
2022 Q4	$2.8M	Hold	92,599	–	–	0.81%	24
2022 Q3	$2.65M	Sell	92,599 -50	-0.1%	-$1.51K	0.87%	29
2022 Q2	$2.72M	Buy	92,649 +88,612	+2,195%	+$2.62M	0.88%	29
2022 Q1	$123K	Buy	4,037 +194	+5%	+$5.88K	0.04%	149
2021 Q4	$118K	Buy	3,843 +219	+6%	+$6.66K	0.04%	146
2021 Q3	$107K	Buy	+3,624	New	+$108K	0.04%	171
2021 Q2	–	Sell	-128,519	Closed	-$3.77M	–	462
2021 Q1	$3.77M	Buy	128,519 +5,162	+4%	+$150K	1.49%	18
2020 Q4	$3.55M	Buy	+123,357	New	+$3.49M	1.56%	16

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 $103B AUM 28.65% 1-Year Est. Return

Bellwether Advisors's PJUL Position: Q2 2026 in Review

Bellwether Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 252% in Q2 2026, buying an estimated $5.62M and bringing the position to 163,173 shares worth $7.96M. The position accounts for 1.18% of the portfolio, ranked #17.

Bellwether Advisors first reported a position in PJUL in Q4 2020 and has held it in 22 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Bellwether Advisors held 163,173 shares of Innovator US Equity Power Buffer ETF July worth $7.96M as of Q2 2026.
Bellwether Advisors bought 116,850 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $5.62M.
Innovator US Equity Power Buffer ETF July made up 1.18% of Bellwether Advisors's portfolio in Q2 2026, its #17 holding.
Bellwether Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and has held it in 22 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.