Bernard Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
Other funds holding PJUL
PCM
Bernard Wealth Management's PJUL Position: Q2 2026 in Review
Bernard Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.5% in Q2 2026, selling an estimated $1.54K and leaving 871 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #145.
Bernard Wealth Management first reported a position in PJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.2K in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.
- Bernard Wealth Management held 871 shares of Innovator US Equity Power Buffer ETF July worth $42.5K as of Q2 2026.
- Bernard Wealth Management sold 32 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $1.54K.
- Innovator US Equity Power Buffer ETF July made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #145 holding.
- Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
- Bernard Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $50.2K in Q4 2025.
- 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.
Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.