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IAG Wealth Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

IAG Wealth 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 		$3.61K Hold
74
– – ﹤0.01% 439
2026
Q1 		$3.4K Buy
+74
New +$3.44K ﹤0.01% 446

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William Blair & Company
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Envestnet Asset Management
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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 $103B AUM 28.65% 1-Year Est. Return

IAG Wealth Partners's PJUL Position: Q2 2026 in Review

IAG Wealth Partners held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 74 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

IAG Wealth Partners first reported a position in PJUL in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • IAG Wealth Partners held 74 shares of Innovator US Equity Power Buffer ETF July worth $3.61K as of Q2 2026.
  • IAG Wealth Partners left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #439 holding.
  • IAG Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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