Keystone Financial Group (Georgia)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Keystone Financial Group (Georgia)’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
2025 Q3	–	Sell	-350	Closed	-$15.4K	–	143
2025 Q2	$15.4K	Hold	350	–	–	0.01%	120
2025 Q1	$14.1K	Sell	350 -12,733	-97%	-$525K	0.01%	121
2024 Q4	$539K	Buy	+13,083	New	+$536K	0.44%	37

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keystone Financial Group (Georgia)'s PJUL Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2025, closing a stake of 350 shares — an estimated $15.4K sold.

Keystone Financial Group (Georgia) first reported a position in PJUL in Q4 2024 and held it in 3 quarters. The position peaked at $539K in Q4 2024. 253 funds tracked by Wall St. Rank hold PJUL as of Q3 2025.

Keystone Financial Group (Georgia) reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 350 Innovator US Equity Power Buffer ETF July shares in Q3 2025, an estimated $15.4K.
Keystone Financial Group (Georgia) first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 3 quarters.
Keystone Financial Group (Georgia)'s Innovator US Equity Power Buffer ETF July position peaked at $539K in Q4 2024.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.