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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
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

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return