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Journey Retirement Planning & Investment Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Journey Retirement Planning & Investment 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 		$401K Buy
8,214
+1,072
+15% +$51.5K 0.31% 102
2026
Q1 		$328K Sell
7,142
-20,286
-74% -$944K 0.29% 99
2025
Q4 		$1.27M Buy
+27,428
New +$1.26M 0.26% 94

Other funds holding PJUL

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PJUL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 15% in Q2 2026, buying an estimated $51.5K and bringing the position to 8,214 shares worth $401K. The position accounts for 0.31% of the portfolio, ranked #102.

Journey Retirement Planning & Investment Management first reported a position in PJUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 163 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 8,214 shares of Innovator US Equity Power Buffer ETF July worth $401K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,072 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $51.5K.
  • Innovator US Equity Power Buffer ETF July made up 0.31% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #102 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $1.27M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.