Berkshire Money Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Berkshire Money 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	$2.15M	Hold	44,137	–	–	0.2%	34
2026 Q1	$2.03M	Hold	44,137	–	–	0.21%	35
2025 Q4	$2.05M	Hold	44,137	–	–	0.2%	33
2025 Q3	$2.01M	Hold	44,137	–	–	0.21%	31
2025 Q2	$1.94M	Hold	44,137	–	–	0.2%	32
2025 Q1	$1.77M	Hold	44,137	–	–	0.2%	28
2024 Q4	$1.82M	Hold	44,137	–	–	0.2%	26
2024 Q3	$1.79M	Hold	44,137	–	–	0.2%	24
2024 Q2	$1.71M	Sell	44,137 -623	-1%	-$23.8K	0.21%	23
2024 Q1	$1.7M	Hold	44,760	–	–	0.21%	26
2023 Q4	$1.62M	Hold	44,760	–	–	0.22%	28
2023 Q3	$1.51M	Sell	44,760 -22,554	-34%	-$775K	0.23%	27
2023 Q2	$2.3M	Sell	67,314 -99	-0.1%	-$3.21K	0.33%	30
2023 Q1	$2.13M	Sell	67,413 -256	-0.4%	-$7.93K	0.32%	32
2022 Q4	$2.04M	Buy	67,669 +25,842	+62%	+$774K	0.32%	28
2022 Q3	$1.2M	Hold	41,827	–	–	0.21%	33
2022 Q2	$1.23M	Sell	41,827 -2,090	-5%	-$61.9K	0.2%	34
2022 Q1	$1.35M	Hold	43,917	–	–	0.19%	21
2021 Q4	$1.35M	Hold	43,917	–	–	0.2%	20
2021 Q3	$1.31M	Hold	43,917	–	–	0.21%	20
2021 Q2	$1.3M	Buy	43,917 +4,700	+12%	+$139K	0.21%	22
2021 Q1	$1.15M	Sell	39,217 -15,744	-29%	-$456K	0.2%	23
2020 Q4	$1.58M	Hold	54,961	–	–	0.29%	22
2020 Q3	$1.52M	Sell	54,961 -21,636	-28%	-$595K	0.32%	18
2020 Q2	$2.05M	Sell	76,597 -1,690,357	-96%	-$43.8M	0.45%	22
2020 Q1	$42.3M	Buy	1,766,954 +1,756,080	+16,149%	+$45.6M	10.39%	2
2019 Q4	$291K	Buy	10,874 +222	+2%	+$5.86K	0.06%	33
2019 Q3	$278K	Buy	+10,652	New	+$276K	0.06%	31

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

Berkshire Money Management's PJUL Position: Q2 2026 in Review

Berkshire Money Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 44,137 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #34.

Berkshire Money Management first reported a position in PJUL in Q3 2019 and has held it in 28 quarters since. The position peaked at $42.3M in Q1 2020. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Berkshire Money Management held 44,137 shares of Innovator US Equity Power Buffer ETF July worth $2.15M as of Q2 2026.
Berkshire Money Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.2% of Berkshire Money Management's portfolio in Q2 2026, its #34 holding.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and has held it in 28 quarters since.
Berkshire Money Management's Innovator US Equity Power Buffer ETF July position peaked at $42.3M in Q1 2020.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.