Calton & Associates’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Calton & Associates’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	$258K	Buy	+5,350	New	+$257K	0.04%	349

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

Calton & Associates's PJUL Position: Q2 2026 in Review

Calton & Associates opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 5,350 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #349 among its holdings.

260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Calton & Associates held 5,350 shares of Innovator US Equity Power Buffer ETF July worth $258K as of Q2 2026.
Innovator US Equity Power Buffer ETF July was a new Calton & Associates position in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #349 holding.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.