EP Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

EP Wealth 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	$166K	Buy	+3,393	New	+$163K	﹤0.01%	1564

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 $103B AUM 28.65% 1-Year Est. Return

EP Wealth Advisors's PJUL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 3,393 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings.

260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

EP Wealth Advisors held 3,393 shares of Innovator US Equity Power Buffer ETF July worth $166K as of Q2 2026.
Innovator US Equity Power Buffer ETF July was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1564 holding.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.