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

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 22.9% 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

KMG Fiduciary Partners's PJUL Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 5,388 shares — an estimated $248K sold.

KMG Fiduciary Partners first reported a position in PJUL in Q4 2022 and held it in 14 quarters. The position peaked at $262K in Q2 2025. 263 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

KMG Fiduciary Partners reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 5,388 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $248K.
KMG Fiduciary Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 14 quarters.
KMG Fiduciary Partners's Innovator US Equity Power Buffer ETF July position peaked at $262K in Q2 2025.
263 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.