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

EverSource 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	$45.8K	Hold	939	–	–	﹤0.01%	1832
2026 Q1	$43.2K	Sell	939 -4,963	-84%	-$231K	﹤0.01%	2011
2025 Q4	$274K	Hold	5,902	–	–	0.01%	810
2025 Q3	$269K	Buy	5,902 +500	+9%	+$22.3K	0.01%	773
2025 Q2	$237K	Hold	5,402	–	–	0.01%	792
2025 Q1	$217K	Hold	5,402	–	–	0.01%	635
2024 Q4	$222K	Buy	+5,402	New	+$221K	0.01%	617

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

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

EverSource Wealth Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 939 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

EverSource Wealth Advisors first reported a position in PJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

EverSource Wealth Advisors held 939 shares of Innovator US Equity Power Buffer ETF July worth $45.8K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1832 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $274K in Q4 2025.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.