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COMPASS FINANCIAL MANAGEMENT LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$9.79K Buy
+197
New +$9.47K ﹤0.01% 1061

Other funds holding PJUL

Commonwealth Equity Services
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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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PJUL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 197 shares worth $9.79K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

210 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 197 shares of Innovator US Equity Power Buffer ETF July worth $9.79K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF July was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1061 holding.
  • 210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.