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

Kingsview 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	$1.01M	Sell	20,602 -688	-3%	-$33.1K	0.01%	752
2026 Q1	$979K	Sell	21,290 -1,070	-5%	-$49.8K	0.01%	702
2025 Q4	$1.04M	Sell	22,360 -760	-3%	-$34.9K	0.02%	623
2025 Q3	$1.05M	Sell	23,120 -4,619	-17%	-$206K	0.02%	593
2025 Q2	$1.22M	Sell	27,739 -2,167	-7%	-$88.8K	0.02%	539
2025 Q1	$1.2M	Hold	29,906	–	–	0.02%	497
2024 Q4	$1.23M	Sell	29,906 -2,890	-9%	-$118K	0.02%	500
2024 Q3	$1.33M	Buy	32,796 +27,102	+476%	+$1.07M	0.03%	466
2024 Q2	$221K	Sell	5,694 -608	-10%	-$23.3K	0.01%	950
2024 Q1	$239K	Sell	6,302 -9,124	-59%	-$338K	0.01%	905
2023 Q4	$558K	Hold	15,426	–	–	0.02%	610
2023 Q3	$520K	Buy	+15,426	New	+$530K	0.02%	609

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

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

Kingsview Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.2% in Q2 2026, selling an estimated $33.1K and leaving 20,602 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #752.

Kingsview Wealth Management first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2024. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Kingsview Wealth Management held 20,602 shares of Innovator US Equity Power Buffer ETF July worth $1.01M as of Q2 2026.
Kingsview Wealth Management sold 688 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $33.1K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #752 holding.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $1.33M in Q3 2024.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.