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

Capital Square’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	$2.91M	Buy	58,668 +11,806	+25%	+$583K	1.29%	18
2026 Q2	$2.3M	Buy	46,862 +5,560	+13%	+$267K	1.01%	27
2026 Q1	$1.97M	Sell	41,302 -3,017	-7%	-$140K	0.91%	28
2025 Q4	$2.06M	Buy	44,319 +88	+0.2%	+$4.04K	1.05%	25
2025 Q3	$2.02M	Buy	44,231 +505	+1%	+$22.6K	1.03%	24
2025 Q2	$1.92M	Buy	+43,726	New	+$1.79M	1.03%	23

Other funds holding PJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Capital Square's PJUL Position: Q3 2026 in Review

Capital Square increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 25% in Q3 2026, buying an estimated $583K and bringing the position to 58,668 shares worth $2.91M. The position accounts for 1.29% of the portfolio, ranked #18.

Capital Square first reported a position in PJUL in Q2 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Capital Square held 58,668 shares of Innovator US Equity Power Buffer ETF July worth $2.91M as of Q3 2026.
Capital Square bought 11,806 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $583K.
Innovator US Equity Power Buffer ETF July made up 1.29% of Capital Square's portfolio in Q3 2026, its #18 holding.
Capital Square first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.