Chapman Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Chapman Financial Group’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	$58.6K	Hold	1,200	–	–	0.04%	184
2026 Q1	$55.2K	Sell	1,200 -3,291	-73%	-$153K	0.04%	179
2025 Q4	$209K	Hold	4,491	–	–	0.14%	125
2025 Q3	$205K	Buy	4,491 +3,291	+274%	+$147K	0.14%	127
2025 Q2	$52.6K	Buy	+1,200	New	+$49.2K	0.04%	142
2024 Q4	$49.4K	Buy	+1,200	New	+$49.2K	0.04%	149

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

Chapman Financial Group's PJUL Position: Q2 2026 in Review

Chapman Financial Group held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 1,200 shares worth $58.6K. The position accounts for 0.04% of the portfolio, ranked #184.

Chapman Financial Group first reported a position in PJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $209K in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Chapman Financial Group held 1,200 shares of Innovator US Equity Power Buffer ETF July worth $58.6K as of Q2 2026.
Chapman Financial Group left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.04% of Chapman Financial Group's portfolio in Q2 2026, its #184 holding.
Chapman Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's Innovator US Equity Power Buffer ETF July position peaked at $209K in Q4 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.