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Leigh Baldwin & Co’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Leigh Baldwin & 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
2025
Q4 		– Sell
-6,825
Closed -$311K – 195
2025
Q3 		$311K Sell
6,825
-50
-0.7% -$2.23K 0.18% 133
2025
Q2 		$301K Buy
+6,875
New +$282K 0.2% 129
2025
Q1 		– Sell
-5,200
Closed -$214K – 177
2024
Q4 		$214K Buy
+5,200
New +$213K 0.18% 158

Other funds holding PJUL

AllianceBernstein
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Leigh Baldwin & Co's PJUL Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 6,825 shares — an estimated $311K sold.

Leigh Baldwin & Co first reported a position in PJUL in Q4 2024 and held it in 3 quarters. The position peaked at $311K in Q3 2025. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 6,825 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $311K.
  • Leigh Baldwin & Co first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 3 quarters.
  • Leigh Baldwin & Co's Innovator US Equity Power Buffer ETF July position peaked at $311K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.