Elmwood Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Elmwood Wealth Management’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	$2.95M	Sell	60,502 -3,849	-6%	-$185K	0.74%	49
2026 Q1	$2.96M	Buy	64,351 +4,938	+8%	+$230K	0.82%	48
2025 Q4	$2.76M	Buy	59,413 +99	+0.2%	+$4.54K	0.87%	46
2025 Q3	$2.7M	Buy	59,314 +3,410	+6%	+$152K	0.96%	43
2025 Q2	$2.45M	Sell	55,904 -24,808	-31%	-$1.02M	0.97%	40
2025 Q1	$3.24M	Sell	80,712 -4,685	-5%	-$193K	1.33%	24
2024 Q4	$3.52M	Buy	85,397 +483	+0.6%	+$19.8K	1.42%	21
2024 Q3	$3.44M	Buy	84,914 +1,933	+2%	+$76.2K	1.42%	20
2024 Q2	$3.22M	Sell	82,981 -9,025	-10%	-$345K	1.44%	22
2024 Q1	$3.49M	Buy	92,006 +20,776	+29%	+$770K	1.5%	15
2023 Q4	$2.58M	Sell	71,230 -94,119	-57%	-$3.26M	1.81%	16
2023 Q3	$5.57M	Buy	165,349 +76,585	+86%	+$2.63M	2.69%	7
2023 Q2	$3.04M	Sell	88,764 -561	-0.6%	-$18.2K	1.42%	20
2023 Q1	$2.83M	Buy	89,325 +206	+0.2%	+$6.38K	1.34%	18
2022 Q4	$2.69M	Sell	89,119 -1,182	-1%	-$35.4K	1.34%	18
2022 Q3	$2.58M	Buy	90,301 +9,972	+12%	+$301K	1.29%	19
2022 Q2	$2.36M	Sell	80,329 -850	-1%	-$25.2K	1.34%	24
2022 Q1	$2.49M	Sell	81,179 -12,857	-14%	-$390K	1.28%	27
2021 Q4	$2.9M	Buy	+94,036	New	+$2.86M	1.38%	19
2021 Q2	$2.82M	Buy	95,101 +3,722	+4%	+$110K	1.48%	14
2021 Q1	$2.68M	Buy	+91,379	New	+$2.65M	1.64%	12
2020 Q3	$1.97M	Hold	73,520	–	–	1.6%	14
2020 Q2	$1.97M	Buy	+73,520	New	+$1.9M	1.6%	14
2020 Q1	–	Sell	-45,495	Closed	-$1.22M	–	310
2019 Q4	$1.22M	Buy	+45,495	New	+$1.2M	1.06%	32

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

Elmwood Wealth Management's PJUL Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 6% in Q2 2026, selling an estimated $185K and leaving 60,502 shares worth $2.95M. The position accounts for 0.74% of the portfolio, ranked #49.

Elmwood Wealth Management first reported a position in PJUL in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.57M in Q3 2023. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Elmwood Wealth Management held 60,502 shares of Innovator US Equity Power Buffer ETF July worth $2.95M as of Q2 2026.
Elmwood Wealth Management sold 3,849 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $185K.
Innovator US Equity Power Buffer ETF July made up 0.74% of Elmwood Wealth Management's portfolio in Q2 2026, its #49 holding.
Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2019 and has held it in 24 quarters since.
Elmwood Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $5.57M in Q3 2023.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.