Creative Financial Designs’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Creative Financial Designs’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	$662K	Sell	13,565 -75	-0.5%	-$3.6K	0.03%	353
2026 Q1	$627K	Sell	13,640 -340	-2%	-$15.8K	0.04%	296
2025 Q4	$649K	Hold	13,980	–	–	0.04%	296
2025 Q3	$637K	Hold	13,980	–	–	0.04%	296
2025 Q2	$613K	Sell	13,980 -268	-2%	-$11K	0.04%	289
2025 Q1	$573K	Sell	14,248 -3,357	-19%	-$139K	0.05%	275
2024 Q4	$725K	Sell	17,605 -600	-3%	-$24.6K	0.06%	236
2024 Q3	$737K	Buy	18,205 +1,275	+8%	+$50.2K	0.06%	230
2024 Q2	$658K	Sell	16,930 -220	-1%	-$8.42K	0.06%	236
2024 Q1	$651K	Buy	17,150 +700	+4%	+$25.9K	0.06%	224
2023 Q4	$595K	Sell	16,450 -150	-0.9%	-$5.19K	0.06%	214
2023 Q3	$559K	Buy	16,600 +8,900	+116%	+$306K	0.07%	197
2023 Q2	$263K	Hold	7,700	–	–	0.03%	300
2023 Q1	$244K	Hold	7,700	–	–	0.03%	296
2022 Q4	$232K	Buy	7,700 +2,000	+35%	+$59.9K	0.03%	293
2022 Q3	$163K	Buy	+5,700	New	+$172K	0.03%	336

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 22.9% 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

Creative Financial Designs's PJUL Position: Q2 2026 in Review

Creative Financial Designs reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.55% in Q2 2026, selling an estimated $3.6K and leaving 13,565 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #353.

Creative Financial Designs first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $737K in Q3 2024. 263 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Creative Financial Designs held 13,565 shares of Innovator US Equity Power Buffer ETF July worth $662K as of Q2 2026.
Creative Financial Designs sold 75 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $3.6K.
Innovator US Equity Power Buffer ETF July made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #353 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Creative Financial Designs's Innovator US Equity Power Buffer ETF July position peaked at $737K in Q3 2024.
263 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.