Concurrent Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$451K Buy
9,239
+1,732
+23% +$83.3K ﹤0.01% 1460
2026
Q1
$345K Sell
7,507
-109
-1% -$5.07K ﹤0.01% 1402
2025
Q4
$354K Buy
+7,616
New +$350K ﹤0.01% 1303

Other funds holding PJUL

Concurrent Investment Advisors's PJUL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 23% in Q2 2026, buying an estimated $83.3K and bringing the position to 9,239 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Concurrent Investment Advisors first reported a position in PJUL in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Concurrent Investment Advisors held 9,239 shares of Innovator US Equity Power Buffer ETF July worth $451K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,732 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $83.3K.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1460 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.