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Todd Wealth Management, LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Todd Wealth Management, LLC’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 		$926K Hold
18,968
– – 0.7% 35
2026
Q1 		$872K Hold
18,968
– – 0.79% 34
2025
Q4 		$881K Buy
+18,968
New +$870K 0.8% 35

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Todd Wealth Management, LLC's PJUL Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 18,968 shares worth $926K. The position accounts for 0.7% of the portfolio, ranked #35.

Todd Wealth Management, LLC 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.

  • Todd Wealth Management, LLC held 18,968 shares of Innovator US Equity Power Buffer ETF July worth $926K as of Q2 2026.
  • Todd Wealth Management, LLC left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.7% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #35 holding.
  • Todd Wealth Management, LLC 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 Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.