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

KFG 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	$1.78M	Sell	36,446 -8,335	-19%	-$401K	0.2%	59
2026 Q1	$2.06M	Sell	44,781 -5,154	-10%	-$240K	0.27%	53
2025 Q4	$2.32M	Sell	49,935 -29,974	-38%	-$1.38M	0.31%	50
2025 Q3	$3.64M	Buy	79,909 +19,514	+32%	+$872K	0.53%	35
2025 Q2	$2.65M	Buy	60,395 +2,085	+4%	+$85.4K	0.43%	39
2025 Q1	$2.34M	Sell	58,310 -17,458	-23%	-$720K	0.43%	39
2024 Q4	$3.12M	Sell	75,768 -3,485	-4%	-$143K	0.58%	33
2024 Q3	$3.21M	Buy	79,253 +18,372	+30%	+$724K	0.7%	33
2024 Q2	$2.37M	Buy	60,881 +11,121	+22%	+$425K	0.94%	27
2024 Q1	$1.89M	Buy	49,760 +219	+0.4%	+$8.12K	0.78%	29
2023 Q4	$1.79M	Sell	49,541 -11,363	-19%	-$393K	0.82%	29
2023 Q3	$2.05M	Buy	60,904 +52,463	+622%	+$1.8M	1.11%	21
2023 Q2	$289K	Buy	+8,441	New	+$273K	0.17%	91
2023 Q1	–	Sell	-7,565	Closed	-$228K	–	100
2022 Q4	$228K	Buy	+7,565	New	+$227K	0.23%	64

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

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

KFG Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 19% in Q2 2026, selling an estimated $401K and leaving 36,446 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #59.

KFG Wealth Management first reported a position in PJUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.64M in Q3 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

KFG Wealth Management held 36,446 shares of Innovator US Equity Power Buffer ETF July worth $1.78M as of Q2 2026.
KFG Wealth Management sold 8,335 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $401K.
Innovator US Equity Power Buffer ETF July made up 0.2% of KFG Wealth Management's portfolio in Q2 2026, its #59 holding.
KFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 14 quarters since.
KFG Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $3.64M in Q3 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.