Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cardinal Point Capital 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 Q2	$898K	Hold	18,408	–	–	0.05%	132
2026 Q1	$846K	Sell	18,408 -1,070	-5%	-$49.8K	0.05%	133
2025 Q4	$904K	Hold	19,478	–	–	0.06%	119
2025 Q3	$885K	Sell	19,478 -3,870	-17%	-$173K	0.06%	118
2025 Q2	$1.02M	Hold	23,348	–	–	0.08%	104
2025 Q1	$938K	Sell	23,348 -7,007	-23%	-$289K	0.09%	89
2024 Q4	$1.25M	Sell	30,355 -2,640	-8%	-$108K	0.2%	32
2024 Q3	$1.34M	Buy	32,995 +6,080	+23%	+$240K	0.22%	27
2024 Q2	$1.05M	Buy	26,915 +2,450	+10%	+$93.7K	0.18%	33
2024 Q1	$929K	Hold	24,465	–	–	0.18%	29
2023 Q4	$885K	Hold	24,465	–	–	0.21%	28
2023 Q3	$824K	Buy	24,465 +9,940	+68%	+$342K	0.22%	28
2023 Q2	$497K	Sell	14,525 -28,540	-66%	-$924K	0.15%	42
2023 Q1	$1.36M	Buy	43,065 +8,200	+24%	+$254K	0.41%	22
2022 Q4	$1.05M	Buy	+34,865	New	+$1.04M	0.36%	23

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

Cardinal Point Capital Management's PJUL Position: Q2 2026 in Review

Cardinal Point Capital Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 18,408 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #132.

Cardinal Point Capital Management first reported a position in PJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2023. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Cardinal Point Capital Management held 18,408 shares of Innovator US Equity Power Buffer ETF July worth $898K as of Q2 2026.
Cardinal Point Capital Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.05% of Cardinal Point Capital Management's portfolio in Q2 2026, its #132 holding.
Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF July position peaked at $1.36M in Q1 2023.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.