Capital Analysts LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Capital Analysts LLC’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	$2.09M	Buy	42,827 +837	+2%	+$40.2K	0.05%	264
2026 Q1	$1.93M	Sell	41,990 -497	-1%	-$23.1K	0.05%	253
2025 Q4	$1.97M	Sell	42,487 -22	-0.1%	-$1.01K	0.05%	243
2025 Q3	$1.94M	Buy	42,509 +1,712	+4%	+$76.5K	0.06%	235
2025 Q2	$1.79M	Sell	40,797 -439	-1%	-$18K	0.06%	224
2025 Q1	$1.66M	Buy	41,236 +6,448	+19%	+$266K	0.06%	210
2024 Q4	$1.43M	Sell	34,788 -4,289	-11%	-$176K	0.06%	212
2024 Q3	$1.58M	Buy	39,077 +7,748	+25%	+$305K	0.06%	201
2024 Q2	$1.22M	Hold	31,329	–	–	0.05%	224
2024 Q1	$1.19M	Sell	31,329 -818	-3%	-$30.3K	0.06%	220
2023 Q4	$1.16M	Hold	32,147	–	–	0.06%	215
2023 Q3	$1.08M	Buy	32,147 +126	+0.4%	+$4.33K	0.06%	213
2023 Q2	$1.1M	Buy	+32,021	New	+$1.04M	0.06%	212
2022 Q1	–	Sell	-674	Closed	-$21K	–	1011
2021 Q4	$21K	Hold	674	–	–	﹤0.01%	708
2021 Q3	$20K	Hold	674	–	–	﹤0.01%	700
2021 Q2	$20K	Buy	+674	New	+$19.9K	﹤0.01%	669

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

Capital Analysts LLC's PJUL Position: Q2 2026 in Review

Capital Analysts LLC increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 2% in Q2 2026, buying an estimated $40.2K and bringing the position to 42,827 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #264.

Capital Analysts LLC first reported a position in PJUL in Q2 2021 and has held it in 16 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Capital Analysts LLC held 42,827 shares of Innovator US Equity Power Buffer ETF July worth $2.09M as of Q2 2026.
Capital Analysts LLC bought 837 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $40.2K.
Innovator US Equity Power Buffer ETF July made up 0.05% of Capital Analysts LLC's portfolio in Q2 2026, its #264 holding.
Capital Analysts LLC first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 16 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.