DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

DHJJ Financial Advisors’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	$657K	Sell	13,454 -885	-6%	-$42.5K	0.19%	93
2026 Q1	$659K	Hold	14,339	–	–	0.22%	86
2025 Q4	$666K	Sell	14,339 -639	-4%	-$29.3K	0.22%	87
2025 Q3	$683K	Buy	14,978 +526	+4%	+$23.5K	0.23%	84
2025 Q2	$634K	Buy	14,452 +281	+2%	+$11.5K	0.23%	83
2025 Q1	$570K	Sell	14,171 -1,200	-8%	-$49.5K	0.23%	83
2024 Q4	$633K	Sell	15,371 -59	-0.4%	-$2.42K	0.25%	78
2024 Q3	$625K	Buy	15,430 +2,177	+16%	+$85.8K	0.25%	77
2024 Q2	$515K	Sell	13,253 -2,190	-14%	-$83.8K	0.22%	83
2024 Q1	$587K	Sell	15,443 -1,100	-7%	-$40.8K	0.26%	73
2023 Q4	$599K	Sell	16,543 -194	-1%	-$6.72K	0.28%	66
2023 Q3	$564K	Buy	16,737 +1,257	+8%	+$43.2K	0.29%	67
2023 Q2	$530K	Hold	15,480	–	–	0.28%	74
2023 Q1	$490K	Sell	15,480 -367	-2%	-$11.4K	0.27%	76
2022 Q4	$478K	Sell	15,847 -706	-4%	-$21.1K	0.27%	74
2022 Q3	$474K	Buy	16,553 +2,673	+19%	+$80.6K	0.28%	75
2022 Q2	$448K	Hold	13,880	–	–	0.25%	83
2022 Q1	$426K	Buy	13,880 +645	+5%	+$19.5K	0.2%	89
2021 Q4	$408K	Buy	13,235 +340	+3%	+$10.3K	0.19%	92
2021 Q3	$394K	Buy	+12,895	New	+$386K	0.2%	91

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

DHJJ Financial Advisors's PJUL Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 6.2% in Q2 2026, selling an estimated $42.5K and leaving 13,454 shares worth $657K. The position accounts for 0.19% of the portfolio, ranked #93.

DHJJ Financial Advisors first reported a position in PJUL in Q3 2021 and has held it in 20 quarters since. The position peaked at $683K in Q3 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

DHJJ Financial Advisors held 13,454 shares of Innovator US Equity Power Buffer ETF July worth $657K as of Q2 2026.
DHJJ Financial Advisors sold 885 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $42.5K.
Innovator US Equity Power Buffer ETF July made up 0.19% of DHJJ Financial Advisors's portfolio in Q2 2026, its #93 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
DHJJ Financial Advisors's Innovator US Equity Power Buffer ETF July position peaked at $683K in Q3 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.