IFP Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

IFP Advisors’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	$1.93M	Sell	39,554 -5	-0%	-$240	0.03%	498
2026 Q1	$1.82M	Sell	39,559 -36,114	-48%	-$1.68M	0.04%	488
2025 Q4	$3.51M	Sell	75,673 -2,293	-3%	-$105K	0.08%	272
2025 Q3	$3.56M	Buy	77,966 +35,889	+85%	+$1.6M	0.09%	237
2025 Q2	$1.85M	Buy	42,077 +686	+2%	+$28.1K	0.05%	373
2025 Q1	$1.66M	Sell	41,391 -4,844	-10%	-$200K	0.05%	402
2024 Q4	$1.9M	Buy	46,235 +1,100	+2%	+$45.1K	0.06%	345
2024 Q3	$1.83M	Buy	45,135 +4,913	+12%	+$194K	0.07%	322
2024 Q2	$1.56M	Buy	40,222 +13,150	+49%	+$503K	0.06%	321
2024 Q1	$1.03M	Sell	27,072 -5,256	-16%	-$195K	0.05%	404
2023 Q4	$1.17M	Buy	32,328 +13,710	+74%	+$475K	0.06%	352
2023 Q3	$627K	Buy	18,618 +1,017	+6%	+$34.9K	0.03%	515
2023 Q2	$602K	Buy	17,601 +570	+3%	+$18.5K	0.03%	592
2023 Q1	$427K	Sell	17,031 -17,994	-51%	-$557K	0.02%	649
2022 Q4	$878K	Sell	35,025 -1,478	-4%	-$44.3K	0.02%	669
2022 Q3	$915K	Buy	36,503 +9,745	+36%	+$294K	0.02%	663
2022 Q2	$671K	Hold	26,758	–	–	0.02%	714
2022 Q1	$671K	Buy	26,758 +11,802	+79%	+$358K	0.02%	714
2021 Q4	$460K	Sell	14,956 -1,400	-9%	-$42.5K	0.01%	626
2021 Q3	$487K	Buy	16,356 +10,125	+162%	+$303K	0.01%	593
2021 Q2	$185K	Sell	6,231 -2,909	-32%	-$85.8K	﹤0.01%	942
2021 Q1	$267K	Sell	9,140 -6,630	-42%	-$192K	0.01%	715
2020 Q4	$454K	Hold	15,770	–	–	0.02%	539
2020 Q3	$436K	Buy	15,770 +11,514	+271%	+$317K	0.03%	465
2020 Q2	$113K	Hold	4,256	–	–	0.01%	880
2020 Q1	$103K	Sell	4,256 -2,085	-33%	-$54.1K	0.01%	811
2019 Q4	$169K	Hold	6,341	–	–	0.01%	731
2019 Q3	$164K	Buy	+6,341	New	+$164K	0.01%	836

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 $103B AUM 28.65% 1-Year Est. Return

IFP Advisors's PJUL Position: Q2 2026 in Review

IFP Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.01% in Q2 2026, selling an estimated $240 and leaving 39,554 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #498.

IFP Advisors first reported a position in PJUL in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q3 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

IFP Advisors held 39,554 shares of Innovator US Equity Power Buffer ETF July worth $1.93M as of Q2 2026.
IFP Advisors sold 5 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $240.
Innovator US Equity Power Buffer ETF July made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #498 holding.
IFP Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2019 and has held it in 28 quarters since.
IFP Advisors's Innovator US Equity Power Buffer ETF July position peaked at $3.56M in Q3 2025.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.