Cornerstone Planning Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cornerstone Planning Group’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	$1.62M	Hold	33,196	–	–	0.2%	57
2026 Q1	$1.59M	Hold	33,196	–	–	0.21%	56
2025 Q4	$1.55M	Hold	33,196	–	–	0.24%	50
2025 Q3	$1.52M	Hold	33,196	–	–	0.24%	49
2025 Q2	$1.47M	Hold	33,196	–	–	0.3%	30
2025 Q1	$1.31M	Buy	+33,196	New	+$1.37M	0.31%	27

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

Cornerstone Planning Group's PJUL Position: Q2 2026 in Review

Cornerstone Planning Group held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 33,196 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #57.

Cornerstone Planning Group first reported a position in PJUL in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Cornerstone Planning Group held 33,196 shares of Innovator US Equity Power Buffer ETF July worth $1.62M as of Q2 2026.
Cornerstone Planning Group left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.2% of Cornerstone Planning Group's portfolio in Q2 2026, its #57 holding.
Cornerstone Planning Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2025 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.