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Certified Advisory Corp’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Certified Advisory Corp’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
Q1 		$3.22M Sell
70,116
-3,938
-5% -$183K 0.29% 86
2025
Q4 		$3.44M Sell
74,054
-3,912
-5% -$180K 0.31% 82
2025
Q3 		$3.56M Buy
77,966
+65,274
+514% +$2.92M 0.34% 79
2025
Q2 		$557K Buy
12,692
+555
+5% +$22.7K 0.06% 189
2025
Q1 		$488K Sell
12,137
-1,794
-13% -$74K 0.06% 190
2024
Q4 		$574K Sell
13,931
-160
-1% -$6.56K 0.06% 183
2024
Q3 		$570K Buy
14,091
+5,524
+64% +$218K 0.06% 183
2024
Q2 		$333K Sell
8,567
-137
-2% -$5.24K 0.04% 222
2024
Q1 		$331K Sell
8,704
-44,450
-84% -$1.65M 0.05% 214
2023
Q4 		$1.92M Hold
53,154
– – 0.29% 96
2023
Q3 		$1.79M Buy
53,154
+20,634
+63% +$709K 0.33% 88
2023
Q2 		$1.11M Buy
+32,520
New +$1.05M 0.2% 104

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return