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Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cassady Wealth & Retirement Planning’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 		$2.73M Buy
55,940
+11
+0% +$529 1.27% 32
2026
Q1 		$2.68M Sell
55,929
-180
-0.3% -$8.38K 1.39% 30
2025
Q4 		$2.61M Buy
+56,109
New +$2.58M 1.7% 23

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cassady Wealth & Retirement Planning's PJUL Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.02% in Q2 2026, buying an estimated $529 and bringing the position to 55,940 shares worth $2.73M. The position accounts for 1.27% of the portfolio, ranked #32.

Cassady Wealth & Retirement Planning first reported a position in PJUL in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 55,940 shares of Innovator US Equity Power Buffer ETF July worth $2.73M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 11 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $529.
  • Innovator US Equity Power Buffer ETF July made up 1.27% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #32 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.