Financial Services Advisory’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Financial Services Advisory’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	–	Sell	-28,762	Closed	-$1.32M	–	77
2026 Q1	$1.32M	Buy	+28,762	New	+$1.34M	0.63%	29
2025 Q2	–	Sell	-134,798	Closed	-$5.42M	–	59
2025 Q1	$5.42M	Sell	134,798 -1,659	-1%	-$68.5K	2.05%	15
2024 Q4	$5.62M	Sell	136,457 -15,894	-10%	-$651K	1.32%	18
2024 Q3	$6.17M	Sell	152,351 -1,897	-1%	-$74.7K	1.49%	18
2024 Q2	$5.99M	Sell	154,248 -3,494	-2%	-$134K	1.64%	18
2024 Q1	$5.99M	Buy	157,742 +969	+0.6%	+$35.9K	1.49%	21
2023 Q4	$5.67M	Buy	156,773 +38,879	+33%	+$1.35M	1.62%	19
2023 Q3	$3.97M	Buy	117,894 +868	+0.7%	+$29.8K	1.94%	15
2023 Q2	$4M	Sell	117,026 -1,229	-1%	-$39.8K	1.66%	16
2023 Q1	$3.74M	Buy	118,255 +2,287	+2%	+$70.9K	2.45%	10
2022 Q4	$3.5M	Buy	+115,968	New	+$3.47M	2.26%	12

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

Financial Services Advisory's PJUL Position: Q2 2026 in Review

Financial Services Advisory sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 28,762 shares — an estimated $1.32M sold.

Financial Services Advisory first reported a position in PJUL in Q4 2022 and held it in 11 quarters. The position peaked at $6.17M in Q3 2024. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Financial Services Advisory reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Financial Services Advisory sold 28,762 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $1.32M.
Financial Services Advisory first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 11 quarters.
Financial Services Advisory's Innovator US Equity Power Buffer ETF July position peaked at $6.17M in Q3 2024.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.