Brown Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Sell
6,305
-73
-1% -$3.51K 0.07% 108
2026
Q1
$293K Hold
6,378
0.08% 98
2025
Q4
$296K Buy
6,378
+3
+0% +$138 0.08% 87
2025
Q3
$291K Buy
6,375
+2
+0% +$89 0.08% 84
2025
Q2
$279K Sell
6,373
-57
-0.9% -$2.34K 0.09% 84
2025
Q1
$258K Hold
6,430
0.09% 80
2024
Q4
$265K Sell
6,430
-106,680
-94% -$4.37M 0.09% 71
2024
Q3
$4.58M Buy
+113,110
New +$4.46M 1.65% 15
2023
Q3
Sell
-10,078
Closed -$345K 98
2023
Q2
$345K Buy
+10,078
New +$326K 0.18% 68

Other funds holding PJUL

Brown Wealth Management's PJUL Position: Q2 2026 in Review

Brown Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1.1% in Q2 2026, selling an estimated $3.51K and leaving 6,305 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #108.

Brown Wealth Management first reported a position in PJUL in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.58M in Q3 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Brown Wealth Management held 6,305 shares of Innovator US Equity Power Buffer ETF July worth $308K as of Q2 2026.
  • Brown Wealth Management sold 73 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $3.51K.
  • Innovator US Equity Power Buffer ETF July made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Brown Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 9 quarters since.
  • Brown Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $4.58M in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.