Global Retirement Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Global Retirement Partners’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	$7.32K	Buy	+150	New	+$7.21K	﹤0.01%	3539
2025 Q4	$6.96K	Hold	150	–	–	﹤0.01%	3309
2025 Q3	$6.84K	Hold	150	–	–	﹤0.01%	2853
2025 Q2	$6.58K	Buy	+150	New	+$6.15K	﹤0.01%	2789
2024 Q4	$6.18K	Hold	150	–	–	﹤0.01%	2590
2024 Q3	$6.07K	Hold	150	–	–	﹤0.01%	2480
2024 Q2	$5.83K	Hold	150	–	–	﹤0.01%	2550
2024 Q1	$5.7K	Hold	150	–	–	﹤0.01%	2344
2023 Q4	$5.43K	Buy	150 +50	+50%	+$1.73K	﹤0.01%	2291
2023 Q3	$3.36K	Buy	+100	New	+$3.44K	﹤0.01%	2337

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

Global Retirement Partners's PJUL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 150 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #3539 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PJUL as recently as Q4 2025.

Global Retirement Partners first reported a position in PJUL in Q3 2023 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Global Retirement Partners held 150 shares of Innovator US Equity Power Buffer ETF July worth $7.32K as of Q2 2026.
Innovator US Equity Power Buffer ETF July was a new Global Retirement Partners position in Q2 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3539 holding.
Global Retirement Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 10 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.