FFA
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Farther Finance Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Farther Finance 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
Q1 		$3.25M Sell
70,347
-4,926
-7% -$229K 0.03% 476
2025
Q4 		$3.49M Sell
75,273
-6,347
-8% -$291K 0.04% 406
2025
Q3 		$3.72M Sell
81,620
-30,804
-27% -$1.38M 0.06% 288
2025
Q2 		$4.93M Buy
112,424
+35,447
+46% +$1.45M 0.1% 191
2025
Q1 		$3.11M Buy
76,977
+64,872
+536% +$2.68M 0.08% 226
2024
Q4 		$498K Buy
12,105
+3,980
+49% +$163K 0.02% 583
2024
Q3 		$329K Buy
+8,125
New +$320K 0.01% 783

Other funds holding PJUL

AllianceBernstein
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return