HBW Advisory Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

HBW Advisory Services’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 Q1	–	Sell	-24,523	Closed	-$1.14M	–	465
2025 Q4	$1.14M	Sell	24,523 -7,436	-23%	-$341K	0.12%	172
2025 Q3	$1.46M	Buy	31,959 +5,012	+19%	+$224K	0.16%	138
2025 Q2	$1.18M	Sell	26,947 -1,535	-5%	-$62.9K	0.15%	151
2025 Q1	$1.14M	Sell	28,482 -102	-0.4%	-$4.21K	0.16%	130
2024 Q4	$1.18M	Buy	28,584 +89	+0.3%	+$3.65K	0.12%	124
2024 Q3	$1.15M	Sell	28,495 -1,162	-4%	-$45.8K	0.17%	126
2024 Q2	$1.15M	Sell	29,657 -46,332	-61%	-$1.77M	0.19%	126
2024 Q1	$2.75M	Hold	75,989	–	–	0.51%	55
2023 Q4	$2.75M	Sell	75,989 -2,774	-4%	-$96.1K	0.51%	55
2023 Q3	$2.65M	Buy	78,763 +32,143	+69%	+$1.1M	0.55%	52
2023 Q2	$1.59M	Buy	+46,620	New	+$1.51M	0.35%	73

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HBW Advisory Services's PJUL Position: Q1 2026 in Review

HBW Advisory Services sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2026, closing a stake of 24,523 shares — an estimated $1.14M sold.

HBW Advisory Services first reported a position in PJUL in Q2 2023 and held it in 11 quarters. The position peaked at $2.75M in Q1 2024. 270 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

HBW Advisory Services reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
HBW Advisory Services sold 24,523 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $1.14M.
HBW Advisory Services first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and held it in 11 quarters.
HBW Advisory Services's Innovator US Equity Power Buffer ETF July position peaked at $2.75M in Q1 2024.
270 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.