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

Forvis Mazars 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	$6.08M	Sell	124,593 -6,576	-5%	-$316K	0.1%	86
2026 Q1	$6.03M	Sell	131,169 -28,030	-18%	-$1.3M	0.11%	86
2025 Q4	$7.39M	Sell	159,199 -11,192	-7%	-$514K	0.14%	76
2025 Q3	$7.77M	Sell	170,391 -17,236	-9%	-$770K	0.15%	69
2025 Q2	$8.23M	Sell	187,627 -9,234	-5%	-$378K	0.18%	64
2025 Q1	$7.91M	Sell	196,861 -24,658	-11%	-$1.02M	0.19%	67
2024 Q4	$9.12M	Sell	221,519 -12,316	-5%	-$505K	0.21%	58
2024 Q3	$9.47M	Sell	233,835 -26,591	-10%	-$1.05M	0.22%	63
2024 Q2	$10.1M	Sell	260,426 -21,527	-8%	-$824K	0.25%	55
2024 Q1	$10.7M	Sell	281,953 -1,884	-0.7%	-$69.8K	0.27%	54
2023 Q4	$10.3M	Sell	283,837 -80,745	-22%	-$2.8M	0.29%	51
2023 Q3	$12.3M	Buy	364,582 +37,583	+11%	+$1.29M	0.37%	45
2023 Q2	$11.2M	Buy	326,999 +10,557	+3%	+$342K	0.33%	53
2023 Q1	$10M	Sell	316,442 -7,815	-2%	-$242K	0.33%	53
2022 Q4	$9.79M	Sell	324,257 -1,163	-0.4%	-$34.8K	0.34%	56
2022 Q3	$9.31M	Buy	325,420 +21,016	+7%	+$634K	0.38%	45
2022 Q2	$8.94M	Buy	+304,404	New	+$9.02M	0.36%	44

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

Forvis Mazars Wealth Advisors's PJUL Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 5% in Q2 2026, selling an estimated $316K and leaving 124,593 shares worth $6.08M. The position accounts for 0.1% of the portfolio, ranked #86.

Forvis Mazars Wealth Advisors first reported a position in PJUL in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.3M in Q3 2023. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Forvis Mazars Wealth Advisors held 124,593 shares of Innovator US Equity Power Buffer ETF July worth $6.08M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 6,576 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $316K.
Innovator US Equity Power Buffer ETF July made up 0.1% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $12.3M in Q3 2023.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.