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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clear Point Advisors's PJUL Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2026, closing a stake of 7,266 shares — an estimated $337K sold.

Clear Point Advisors first reported a position in PJUL in Q4 2023 and held it in 9 quarters. The position peaked at $407K in Q3 2024. 270 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 7,266 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $337K.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Equity Power Buffer ETF July position peaked at $407K in Q3 2024.
270 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.