KMG Fiduciary Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-5,388	Closed	-$248K	–	250
2026 Q1	$248K	Hold	5,388	–	–	0.02%	246
2025 Q4	$250K	Hold	5,388	–	–	0.02%	242
2025 Q3	$246K	Sell	5,388 -595	-10%	-$26.6K	0.02%	274
2025 Q2	$262K	Hold	5,983	–	–	0.02%	265
2025 Q1	$240K	Hold	5,983	–	–	0.02%	264
2024 Q4	$246K	Hold	5,983	–	–	0.02%	255
2024 Q3	$242K	Hold	5,983	–	–	0.02%	250
2024 Q2	$232K	Buy	5,983 +44	+0.7%	+$1.68K	0.02%	223
2024 Q1	$226K	Hold	5,939	–	–	0.02%	228
2023 Q4	$215K	Sell	5,939 -735	-11%	-$25.5K	0.03%	229
2023 Q3	$225K	Hold	6,674	–	–	0.03%	216
2023 Q2	$228K	Hold	6,674	–	–	0.03%	217
2023 Q1	$211K	Hold	6,674	–	–	0.03%	222
2022 Q4	$201K	Buy	+6,674	New	+$200K	0.03%	224

Other funds holding PJUL

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return