LF
PJUL icon

Lantz Financial’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Lantz Financial’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
2025
Q1 		– Sell
-10,022
Closed -$413K – 233
2024
Q4 		$413K Hold
10,022
– – 0.11% 156
2024
Q3 		$406K Buy
+10,022
New +$395K 0.11% 156

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lantz Financial's PJUL Position: Q1 2025 in Review

Lantz Financial sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2025, closing a stake of 10,022 shares — an estimated $413K sold.

Lantz Financial first reported a position in PJUL in Q3 2024 and held it in 2 quarters. The position peaked at $413K in Q4 2024. 239 funds tracked by Wall St. Rank hold PJUL as of Q1 2025.

  • Lantz Financial reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 10,022 Innovator US Equity Power Buffer ETF July shares in Q1 2025, an estimated $413K.
  • Lantz Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Lantz Financial's Innovator US Equity Power Buffer ETF July position peaked at $413K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.