Clear Point Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Clear Point Advisors’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 Q3	$401K	Buy	+8,078	New	+$399K	0.27%	90
2026 Q1	–	Sell	-7,266	Closed	-$337K	–	125
2025 Q4	$337K	Sell	7,266 -1,000	-12%	-$45.9K	0.26%	97
2025 Q3	$377K	Sell	8,266 -979	-11%	-$43.7K	0.29%	89
2025 Q2	$405K	Hold	9,245	–	–	0.34%	78
2025 Q1	$372K	Hold	9,245	–	–	0.33%	78
2024 Q4	$381K	Sell	9,245 -800	-8%	-$32.8K	0.33%	78
2024 Q3	$407K	Hold	10,045	–	–	0.31%	75
2024 Q2	$390K	Hold	10,045	–	–	0.32%	74
2024 Q1	$382K	Hold	10,045	–	–	0.31%	79
2023 Q4	$364K	Buy	+10,045	New	+$348K	0.32%	73

Other funds holding PJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Clear Point Advisors's PJUL Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2026: 8,078 shares worth $401K. The stake represents 0.27% of the portfolio and ranks #90 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in PJUL as recently as Q4 2025.

Clear Point Advisors first reported a position in PJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $407K in Q3 2024. 189 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Clear Point Advisors held 8,078 shares of Innovator US Equity Power Buffer ETF July worth $401K as of Q3 2026.
Innovator US Equity Power Buffer ETF July was a new Clear Point Advisors position in Q3 2026.
Innovator US Equity Power Buffer ETF July made up 0.27% of Clear Point Advisors's portfolio in Q3 2026, its #90 holding.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Innovator US Equity Power Buffer ETF July position peaked at $407K in Q3 2024.
189 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.