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HFG Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

HFG Wealth Management’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 		– Sell
-5,820
Closed -$268K – 49
2026
Q1 		$268K Sell
5,820
-965
-14% -$44.9K 0.15% 49
2025
Q4 		$315K Hold
6,785
– – 0.17% 45
2025
Q3 		$309K Sell
6,785
-3,108
-31% -$139K 0.17% 45
2025
Q2 		$398K Sell
9,893
-3,631
-27% -$149K 0.24% 41
2025
Q1 		$557K Sell
13,524
-86,223
-86% -$3.56M 0.34% 38
2024
Q4 		$4.04M Sell
99,747
-35,653
-26% -$1.46M 2.62% 14
2024
Q3 		$5.26M Hold
135,400
– – 3.35% 10
2024
Q2 		$5.26M Sell
135,400
-268,464
-66% -$10.3M 3.35% 10
2024
Q1 		$15.3M Buy
403,864
+22,182
+6% +$822K 9.03% 3
2023
Q4 		$13.8M Buy
+381,682
New +$13.2M 3.39% 8

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HFG Wealth Management's PJUL Position: Q2 2026 in Review

HFG Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 5,820 shares — an estimated $268K sold.

HFG Wealth Management first reported a position in PJUL in Q4 2023 and held it in 10 quarters. The position peaked at $15.3M in Q1 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • HFG Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • HFG Wealth Management sold 5,820 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $268K.
  • HFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 10 quarters.
  • HFG Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $15.3M in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.