Envestnet Asset Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Envestnet Asset 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	$23.1M	Buy	472,891 +16,792	+4%	+$807K	0.01%	1342
2026 Q1	$21M	Buy	456,099 +45,477	+11%	+$2.12M	0.01%	1323
2025 Q4	$19.1M	Sell	410,622 -126,198	-24%	-$5.79M	0.01%	1242
2025 Q3	$24.5M	Buy	536,820 +110,561	+26%	+$4.94M	0.01%	1147
2025 Q2	$18.7M	Buy	426,259 +100,657	+31%	+$4.13M	0.01%	1300
2025 Q1	$13.1M	Sell	325,602 -43,891	-12%	-$1.81M	﹤0.01%	1476
2024 Q4	$15.2M	Buy	369,493 +12,925	+4%	+$530K	﹤0.01%	1360
2024 Q3	$14.4M	Buy	356,568 +83,069	+30%	+$3.27M	﹤0.01%	1395
2024 Q2	$10.6M	Buy	273,499 +36,847	+16%	+$1.41M	﹤0.01%	1515
2024 Q1	$8.99M	Sell	236,652 -220,060	-48%	-$8.16M	﹤0.01%	1596
2023 Q4	$16.5M	Sell	456,712 -12,568	-3%	-$435K	0.01%	1144
2023 Q3	$15.8M	Buy	469,280 +125,532	+37%	+$4.31M	0.01%	1094
2023 Q2	$11.8M	Buy	343,748 +176,944	+106%	+$5.73M	0.01%	1199
2023 Q1	$5.28M	Buy	166,804 +10,671	+7%	+$331K	﹤0.01%	1633
2022 Q4	$4.71M	Buy	156,133 +40,954	+36%	+$1.23M	﹤0.01%	1644
2022 Q3	$3.29M	Buy	115,179 +45,770	+66%	+$1.38M	﹤0.01%	1774
2022 Q2	$2.04M	Buy	69,409 +27,695	+66%	+$820K	﹤0.01%	2098
2022 Q1	$1.28M	Buy	41,714 +5,124	+14%	+$155K	﹤0.01%	2482
2021 Q4	$1.13M	Buy	36,590 +1,093	+3%	+$33.2K	﹤0.01%	2556
2021 Q3	$1.06M	Buy	+35,497	New	+$1.06M	﹤0.01%	2507
2020 Q4	–	Sell	-7,814	Closed	-$216K	–	3324
2020 Q3	$216K	Buy	+7,814	New	+$215K	﹤0.01%	2883
2020 Q2	–	Sell	-12,912	Closed	-$309K	–	3149
2020 Q1	$309K	Sell	12,912 -51,511	-80%	-$1.34M	﹤0.01%	2537
2019 Q4	$1.72M	Sell	64,423 -2,398	-4%	-$63.3K	﹤0.01%	1697
2019 Q3	$1.74M	Buy	66,821 +3,332	+5%	+$86.4K	﹤0.01%	1629
2019 Q2	$1.64M	Buy	+63,489	New	+$1.63M	﹤0.01%	1677

Other funds holding PJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management's PJUL Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.7% in Q2 2026, buying an estimated $807K and bringing the position to 472,891 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #1342.

Envestnet Asset Management first reported a position in PJUL in Q2 2019 and has held it in 25 quarters since. The position peaked at $24.5M in Q3 2025. 135 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Envestnet Asset Management held 472,891 shares of Innovator US Equity Power Buffer ETF July worth $23.1M as of Q2 2026.
Envestnet Asset Management bought 16,792 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $807K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1342 holding.
Envestnet Asset Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and has held it in 25 quarters since.
Envestnet Asset Management's Innovator US Equity Power Buffer ETF July position peaked at $24.5M in Q3 2025.
135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.