Jessup Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Jessup 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 Q2	$671K	Sell	13,754 -67	-0.5%	-$3.22K	0.2%	51
2026 Q1	$635K	Sell	13,821 -1,764	-11%	-$82.1K	0.23%	45
2025 Q4	$724K	Sell	15,585 -887	-5%	-$40.7K	0.24%	45
2025 Q3	$751K	Buy	16,472 +10,170	+161%	+$454K	0.28%	41
2025 Q2	$276K	Buy	6,302 +769	+14%	+$31.5K	0.11%	63
2025 Q1	$222K	Hold	5,533	–	–	0.09%	68
2024 Q4	$228K	Sell	5,533 -199	-3%	-$8.15K	0.1%	63
2024 Q3	$232K	Buy	+5,732	New	+$226K	0.11%	53

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 $104B AUM 28.3% 1-Year Est. Return

Jessup Wealth Management's PJUL Position: Q2 2026 in Review

Jessup Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.48% in Q2 2026, selling an estimated $3.22K and leaving 13,754 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #51.

Jessup Wealth Management first reported a position in PJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q3 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Jessup Wealth Management held 13,754 shares of Innovator US Equity Power Buffer ETF July worth $671K as of Q2 2026.
Jessup Wealth Management sold 67 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $3.22K.
Innovator US Equity Power Buffer ETF July made up 0.2% of Jessup Wealth Management's portfolio in Q2 2026, its #51 holding.
Jessup Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Jessup Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $751K in Q3 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.