Cerity Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cerity Partners’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	$961K	Sell	19,685 -3,954	-17%	-$190K	﹤0.01%	2031
2026 Q1	$1.09M	Sell	23,639 -673	-3%	-$31.3K	﹤0.01%	1816
2025 Q4	$1.13M	Sell	24,312 -23,402	-49%	-$1.07M	﹤0.01%	1657
2025 Q3	$2.18M	Buy	47,714 +37,731	+378%	+$1.69M	﹤0.01%	1257
2025 Q2	$438K	Hold	9,983	–	–	﹤0.01%	1939
2025 Q1	$401K	Hold	9,983	–	–	﹤0.01%	1883
2024 Q4	$411K	Buy	9,983 +266	+3%	+$10.9K	﹤0.01%	1882
2024 Q3	$393K	Hold	9,717	–	–	﹤0.01%	1907
2024 Q2	$378K	Hold	9,717	–	–	﹤0.01%	1687
2024 Q1	$369K	Hold	9,717	–	–	﹤0.01%	1750
2023 Q4	$352K	Sell	9,717 -325	-3%	-$11.3K	﹤0.01%	1437
2023 Q3	$338K	Hold	10,042	–	–	﹤0.01%	1112
2023 Q2	$344K	Sell	10,042 -801	-7%	-$25.9K	﹤0.01%	1336
2023 Q1	$343K	Sell	10,843 -2,456	-18%	-$76.1K	﹤0.01%	1469
2022 Q4	$401K	Buy	+13,299	New	+$398K	﹤0.01%	1037

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cerity Partners's PJUL Position: Q2 2026 in Review

Cerity Partners reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 17% in Q2 2026, selling an estimated $190K and leaving 19,685 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Cerity Partners first reported a position in PJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q3 2025. 248 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Cerity Partners held 19,685 shares of Innovator US Equity Power Buffer ETF July worth $961K as of Q2 2026.
Cerity Partners sold 3,954 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $190K.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2031 holding.
Cerity Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
Cerity Partners's Innovator US Equity Power Buffer ETF July position peaked at $2.18M in Q3 2025.
248 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.