GGS
PJUL icon

Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$328K Sell
6,601
-70
-1% -$3.46K 0.02% 210
2026
Q2 		$326K Buy
6,671
+324
+5% +$15.6K 0.02% 225
2026
Q1 		$292K Sell
6,347
-2,367
-27% -$110K 0.02% 215
2025
Q4 		$405K Buy
+8,714
New +$400K 0.03% 183

Other funds holding PJUL

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Galvin Gaustad & Stein's PJUL Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1% in Q3 2026, selling an estimated $3.46K and leaving 6,601 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #210.

Galvin Gaustad & Stein first reported a position in PJUL in Q4 2025 and has held it in 4 quarters since. The position peaked at $405K in Q4 2025. 11 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

  • Galvin Gaustad & Stein held 6,601 shares of Innovator US Equity Power Buffer ETF July worth $328K as of Q3 2026.
  • Galvin Gaustad & Stein sold 70 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $3.46K.
  • Innovator US Equity Power Buffer ETF July made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #210 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's Innovator US Equity Power Buffer ETF July position peaked at $405K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.