Independent Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Independent Financial Group’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	$1.06M	Sell	21,656 -3,000	-12%	-$144K	0.02%	664
2026 Q1	$1.13M	Hold	24,656	–	–	0.03%	584
2025 Q4	$1.14M	Hold	24,656	–	–	0.03%	571
2025 Q3	$1.12M	Buy	24,656 +2,352	+11%	+$105K	0.03%	567
2025 Q2	$978K	Buy	22,304 +1,000	+5%	+$41K	0.03%	551
2025 Q1	$856K	Sell	21,304 -695	-3%	-$28.7K	0.03%	523
2024 Q4	$906K	Hold	21,999	–	–	0.03%	505
2024 Q3	$891K	Sell	21,999 -889	-4%	-$35K	0.03%	476
2024 Q2	$889K	Sell	22,888 -1,000	-4%	-$38.3K	0.04%	433
2024 Q1	$907K	Sell	23,888 -215	-0.9%	-$7.97K	0.04%	403
2023 Q4	$872K	Hold	24,103	–	–	0.05%	396
2023 Q3	$812K	Buy	24,103 +5,000	+26%	+$172K	0.05%	368
2023 Q2	$654K	Hold	19,103	–	–	0.05%	411
2023 Q1	$604K	Hold	19,103	–	–	0.05%	403
2022 Q4	$577K	Hold	19,103	–	–	0.05%	380
2022 Q3	$547K	Buy	+19,103	New	+$576K	0.05%	371

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

Independent Financial Group's PJUL Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 12% in Q2 2026, selling an estimated $144K and leaving 21,656 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #664.

Independent Financial Group first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Independent Financial Group held 21,656 shares of Innovator US Equity Power Buffer ETF July worth $1.06M as of Q2 2026.
Independent Financial Group sold 3,000 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $144K.
Innovator US Equity Power Buffer ETF July made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #664 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Independent Financial Group's Innovator US Equity Power Buffer ETF July position peaked at $1.14M in Q4 2025.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.