Focus Partners Wealth’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Focus Partners Wealth’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	$21.5M	Buy	440,919 +120,093	+37%	+$5.77M	0.02%	498
2026 Q1	$14.7M	Sell	320,826 -45,620	-12%	-$2.12M	0.02%	588
2025 Q4	$17M	Buy	366,446 +323,374	+751%	+$14.8M	0.02%	530
2025 Q3	$1.96M	Sell	43,072 -2,877	-6%	-$129K	﹤0.01%	1021
2025 Q2	$2.01M	Buy	45,949 +5,076	+12%	+$208K	﹤0.01%	902
2025 Q1	$1.64M	Sell	40,873 -8,789	-18%	-$363K	﹤0.01%	908
2024 Q4	$2.04M	Sell	49,662 -699	-1%	-$28.6K	0.01%	833
2024 Q3	$2.04M	Buy	50,361 +4,503	+10%	+$177K	0.01%	767
2024 Q2	$1.78M	Buy	+45,858	New	+$1.75M	0.01%	675

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

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 $104B AUM 28.3% 1-Year Est. Return

KAS

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

Focus Partners Wealth's PJUL Position: Q2 2026 in Review

Focus Partners Wealth increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 37% in Q2 2026, buying an estimated $5.77M and bringing the position to 440,919 shares worth $21.5M. The position accounts for 0.02% of the portfolio, ranked #498.

Focus Partners Wealth first reported a position in PJUL in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Focus Partners Wealth held 440,919 shares of Innovator US Equity Power Buffer ETF July worth $21.5M as of Q2 2026.
Focus Partners Wealth bought 120,093 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $5.77M.
Innovator US Equity Power Buffer ETF July made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #498 holding.
Focus Partners Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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