Keystone Wealth Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Keystone Wealth Services’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	$1.53M	Sell	31,355 -805	-3%	-$38.7K	0.28%	86
2026 Q1	$1.48M	Buy	+32,160	New	+$1.5M	0.32%	80
2025 Q4	–	Sell	-32,362	Closed	-$1.48M	–	296
2025 Q3	$1.48M	Buy	32,362 +72	+0.2%	+$3.22K	0.32%	74
2025 Q2	$1.42M	Hold	32,290	–	–	0.34%	69
2025 Q1	$1.3M	Hold	32,290	–	–	0.35%	70
2024 Q4	$1.33M	Sell	32,290 -2,925	-8%	-$120K	0.35%	65
2024 Q3	$1.43M	Hold	35,215	–	–	0.39%	61
2024 Q2	$1.37M	Hold	35,215	–	–	0.43%	59
2024 Q1	$1.34M	Hold	35,215	–	–	0.43%	55
2023 Q4	$1.27M	Hold	35,215	–	–	0.44%	58
2023 Q3	$1.19M	Buy	+35,215	New	+$1.21M	0.45%	52

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

Keystone Wealth Services's PJUL Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 2.5% in Q2 2026, selling an estimated $38.7K and leaving 31,355 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #86.

Keystone Wealth Services first reported a position in PJUL in Q3 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Keystone Wealth Services held 31,355 shares of Innovator US Equity Power Buffer ETF July worth $1.53M as of Q2 2026.
Keystone Wealth Services sold 805 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $38.7K.
Innovator US Equity Power Buffer ETF July made up 0.28% of Keystone Wealth Services's portfolio in Q2 2026, its #86 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.