Foundations Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Foundations Investment 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	$2.28M	Sell	46,636 -5,345	-10%	-$257K	0.02%	374
2026 Q1	$2.39M	Sell	51,981 -3,829	-7%	-$178K	0.03%	339
2025 Q4	$2.59M	Buy	55,810 +2,400	+4%	+$110K	0.03%	307
2025 Q3	$2.44M	Sell	53,410 -1,776	-3%	-$79.4K	0.04%	297
2025 Q2	$2.42M	Sell	55,186 -229	-0.4%	-$9.38K	0.04%	288
2025 Q1	$2.23M	Sell	55,415 -3,909	-7%	-$161K	0.04%	280
2024 Q4	$2.44M	Buy	59,324 +2,457	+4%	+$101K	0.05%	258
2024 Q3	$2.3M	Sell	56,867 -74,647	-57%	-$2.94M	0.05%	252
2024 Q2	$5.11M	Sell	131,514 -45,543	-26%	-$1.74M	0.12%	135
2024 Q1	$6.72M	Buy	+177,057	New	+$6.56M	0.18%	104
2023 Q4	–	Sell	-372,697	Closed	-$12.6M	–	712
2023 Q3	$12.6M	Buy	+372,697	New	+$12.8M	0.39%	55

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

Foundations Investment Advisors's PJUL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 10% in Q2 2026, selling an estimated $257K and leaving 46,636 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #374.

Foundations Investment Advisors first reported a position in PJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2023. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Foundations Investment Advisors held 46,636 shares of Innovator US Equity Power Buffer ETF July worth $2.28M as of Q2 2026.
Foundations Investment Advisors sold 5,345 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $257K.
Innovator US Equity Power Buffer ETF July made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #374 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Innovator US Equity Power Buffer ETF July position peaked at $12.6M in Q3 2023.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.