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Integrated Wealth Concepts’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Integrated Wealth Concepts’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 		$487K Buy
9,972
+2,763
+38% +$133K ﹤0.01% 1792
2026
Q1 		$331K Buy
+7,209
New +$336K ﹤0.01% 1795

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

Integrated Wealth Concepts's PJUL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 38% in Q2 2026, buying an estimated $133K and bringing the position to 9,972 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Integrated Wealth Concepts 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.

  • Integrated Wealth Concepts held 9,972 shares of Innovator US Equity Power Buffer ETF July worth $487K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,763 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $133K.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1792 holding.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.