Dynamic Advisor Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Dynamic Advisor Solutions’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 Q3	$1.03M	Buy	20,790 +1,328	+7%	+$65.6K	0.03%	458
2026 Q2	$950K	Sell	19,462 -263	-1%	-$12.6K	0.03%	505
2026 Q1	$907K	Buy	19,725 +4,714	+31%	+$219K	0.03%	489
2025 Q4	$697K	Sell	15,011 -11	-0.1%	-$505	0.02%	541
2025 Q3	$685K	Hold	15,022	–	–	0.02%	547
2025 Q2	$659K	Buy	+15,022	New	+$616K	0.02%	544

Other funds holding PJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's PJUL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 6.8% in Q3 2026, buying an estimated $65.6K and bringing the position to 20,790 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #458.

Dynamic Advisor Solutions first reported a position in PJUL in Q2 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Dynamic Advisor Solutions held 20,790 shares of Innovator US Equity Power Buffer ETF July worth $1.03M as of Q3 2026.
Dynamic Advisor Solutions bought 1,328 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $65.6K.
Innovator US Equity Power Buffer ETF July made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #458 holding.
Dynamic Advisor Solutions first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.