Corient Private Wealth
PJUL icon

Corient Private Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Corient Private Wealth’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 		– Sell
-9,271
Closed -$426K – 3195
2026
Q1 		$426K Hold
9,271
– – ﹤0.01% 2116
2025
Q4 		$430K Buy
+9,271
New +$425K ﹤0.01% 1948
2024
Q4 		– Sell
-7,528
Closed -$305K – 2492
2024
Q3 		$305K Buy
+7,528
New +$297K ﹤0.01% 2001

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth's PJUL Position: Q2 2026 in Review

Corient Private Wealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 9,271 shares — an estimated $426K sold.

Corient Private Wealth first reported a position in PJUL in Q3 2024 and held it in 3 quarters. The position peaked at $430K in Q4 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Corient Private Wealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 9,271 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $426K.
  • Corient Private Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Corient Private Wealth's Innovator US Equity Power Buffer ETF July position peaked at $430K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.