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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

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CA
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SEP
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EWM
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LWM
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MFN
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WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return