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

Larson Financial Group’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	$9.27K	Hold	190	–	–	﹤0.01%	2456
2026 Q1	$8.73K	Hold	190	–	–	﹤0.01%	2328
2025 Q4	$8.82K	Hold	190	–	–	﹤0.01%	2185
2025 Q3	$8.66K	Hold	190	–	–	﹤0.01%	2093
2025 Q2	$8.33K	Hold	190	–	–	﹤0.01%	1900
2025 Q1	$7.64K	Hold	190	–	–	﹤0.01%	1739
2024 Q4	$7.82K	Hold	190	–	–	﹤0.01%	1555
2024 Q3	$7.69K	Hold	190	–	–	﹤0.01%	1577
2024 Q2	$7.38K	Hold	190	–	–	﹤0.01%	1346
2024 Q1	$7.22K	Sell	190 -95	-33%	-$3.52K	﹤0.01%	1121
2023 Q4	$10.3K	Sell	285 -742	-72%	-$25.7K	﹤0.01%	1009
2023 Q3	$34.6K	Buy	+1,027	New	+$35.3K	﹤0.01%	702
2023 Q1	–	Sell	-16	Closed	-$483	–	1592
2022 Q4	$483	Buy	+16	New	+$479	﹤0.01%	1370
2021 Q2	–	Sell	-492	Closed	-$14K	–	906
2021 Q1	$14K	Sell	492 -1,426	-74%	-$41.3K	﹤0.01%	480
2020 Q4	$55K	Hold	1,918	–	–	0.02%	203
2020 Q3	$53K	Buy	1,918 +1,426	+290%	+$39.2K	0.02%	190
2020 Q2	$13K	Buy	+492	New	+$12.7K	0.01%	347

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

Larson Financial Group's PJUL Position: Q2 2026 in Review

Larson Financial Group held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 190 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Larson Financial Group first reported a position in PJUL in Q2 2020 and has held it in 17 quarters since. The position peaked at $55K in Q4 2020. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Larson Financial Group held 190 shares of Innovator US Equity Power Buffer ETF July worth $9.27K as of Q2 2026.
Larson Financial Group left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2456 holding.
Larson Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2020 and has held it in 17 quarters since.
Larson Financial Group's Innovator US Equity Power Buffer ETF July position peaked at $55K in Q4 2020.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.