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

Buska Wealth 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 Q3	$200K	Sell	4,031 -1,005	-20%	-$49.6K	0.07%	75
2026 Q2	$246K	Sell	5,036 -537	-10%	-$25.8K	0.09%	70
2026 Q1	$256K	Sell	5,573 -683	-11%	-$31.8K	0.1%	64
2025 Q4	$290K	Sell	6,256 -616	-9%	-$28.3K	0.11%	57
2025 Q3	$313K	Sell	6,872 -749	-10%	-$33.5K	0.09%	55
2025 Q2	$334K	Sell	7,621 -1,720	-18%	-$70.5K	0.09%	50
2025 Q1	$375K	Sell	9,341 -534	-5%	-$22K	0.12%	46
2024 Q4	$407K	Sell	9,875 -2,806	-22%	-$115K	0.13%	39
2024 Q3	$513K	Sell	12,681 -624	-5%	-$24.6K	0.18%	35
2024 Q2	$517K	Sell	13,305 -5,440	-29%	-$208K	0.21%	32
2024 Q1	$712K	Buy	+18,745	New	+$695K	0.31%	28

Other funds holding PJUL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Buska Wealth Management's PJUL Position: Q3 2026 in Review

Buska Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 20% in Q3 2026, selling an estimated $49.6K and leaving 4,031 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #75.

Buska Wealth Management first reported a position in PJUL in Q1 2024 and has held it in 11 quarters since. The position peaked at $712K in Q1 2024. 11 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Buska Wealth Management held 4,031 shares of Innovator US Equity Power Buffer ETF July worth $200K as of Q3 2026.
Buska Wealth Management sold 1,005 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $49.6K.
Innovator US Equity Power Buffer ETF July made up 0.07% of Buska Wealth Management's portfolio in Q3 2026, its #75 holding.
Buska Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2024 and has held it in 11 quarters since.
Buska Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $712K in Q1 2024.
11 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.