Comprehensive Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Comprehensive Financial Planning’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	$81K	Hold	1,659	–	–	0.04%	151
2026 Q1	$76.3K	Sell	1,659 -42	-2%	-$1.96K	0.05%	136
2025 Q4	$79K	Sell	1,701 -888	-34%	-$40.8K	0.05%	139
2025 Q3	$118K	Sell	2,589 -16,034	-86%	-$717K	0.08%	120
2025 Q2	$817K	Buy	18,623 +339	+2%	+$13.9K	0.64%	41
2025 Q1	$735K	Sell	18,284 -111	-0.6%	-$4.58K	0.71%	35
2024 Q4	$757K	Buy	+18,395	New	+$754K	0.64%	36

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

Comprehensive Financial Planning's PJUL Position: Q2 2026 in Review

Comprehensive Financial Planning held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 1,659 shares worth $81K. The position accounts for 0.04% of the portfolio, ranked #151.

Comprehensive Financial Planning first reported a position in PJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $817K in Q2 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Comprehensive Financial Planning held 1,659 shares of Innovator US Equity Power Buffer ETF July worth $81K as of Q2 2026.
Comprehensive Financial Planning 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 Comprehensive Financial Planning's portfolio in Q2 2026, its #151 holding.
Comprehensive Financial Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Innovator US Equity Power Buffer ETF July position peaked at $817K in Q2 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.