L.J. Altfest & Co’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

L.J. Altfest & Co’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	$623K	Hold	12,758	–	–	0.06%	195
2026 Q1	$586K	Hold	12,758	–	–	0.06%	208
2025 Q4	$592K	Hold	12,758	–	–	0.06%	197
2025 Q3	$582K	Hold	12,758	–	–	0.06%	210
2025 Q2	$559K	Sell	12,758 -118	-0.9%	-$4.84K	0.07%	201
2025 Q1	$517K	Hold	12,876	–	–	0.06%	208
2024 Q4	$530K	Sell	12,876 -420	-3%	-$17.2K	0.07%	205
2024 Q3	$538K	Sell	13,296 -98	-0.7%	-$3.86K	0.07%	204
2024 Q2	$520K	Sell	13,394 -230	-2%	-$8.8K	0.07%	187
2024 Q1	$517K	Sell	13,624 -362	-3%	-$13.4K	0.07%	190
2023 Q4	$506K	Sell	13,986 -2,480	-15%	-$85.9K	0.07%	183
2023 Q3	$555K	Sell	16,466 -163	-1%	-$5.6K	0.09%	162
2023 Q2	$569K	Sell	16,629 -1,691	-9%	-$54.8K	0.09%	164
2023 Q1	$580K	Sell	18,320 -508,676	-97%	-$15.8M	0.09%	148
2022 Q4	$15.9M	Buy	+526,996	New	+$15.8M	2.64%	11

Other funds holding PJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SEP

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

L.J. Altfest & Co's PJUL Position: Q2 2026 in Review

L.J. Altfest & Co held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 12,758 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #195.

L.J. Altfest & Co first reported a position in PJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.9M in Q4 2022. 149 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

L.J. Altfest & Co held 12,758 shares of Innovator US Equity Power Buffer ETF July worth $623K as of Q2 2026.
L.J. Altfest & Co left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #195 holding.
L.J. Altfest & Co first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
L.J. Altfest & Co's Innovator US Equity Power Buffer ETF July position peaked at $15.9M in Q4 2022.
149 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.