Lineweaver Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Lineweaver Wealth Advisors’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	$619K	Hold	12,677	–	–	0.07%	134
2026 Q1	$583K	Hold	12,677	–	–	0.08%	130
2025 Q4	$589K	Hold	12,677	–	–	0.08%	137
2025 Q3	$578K	Hold	12,677	–	–	0.08%	129
2025 Q2	$556K	Hold	12,677	–	–	0.09%	120
2025 Q1	$510K	Hold	12,677	–	–	0.09%	114
2024 Q4	$522K	Hold	12,677	–	–	0.1%	107
2024 Q3	$513K	Sell	12,677 -1,462	-10%	-$57.6K	0.1%	103
2024 Q2	$549K	Hold	14,139	–	–	0.11%	100
2024 Q1	$537K	Sell	14,139 -585	-4%	-$21.7K	0.13%	100
2023 Q4	$533K	Hold	14,724	–	–	0.14%	98
2023 Q3	$496K	Buy	+14,724	New	+$506K	0.14%	93
2022 Q4	–	Sell	-64,975	Closed	-$1.86M	–	131
2022 Q3	$1.86M	Buy	64,975 +1,399	+2%	+$42.2K	0.6%	35
2022 Q2	$1.87M	Buy	63,576 +476	+0.8%	+$14.1K	0.62%	32
2022 Q1	$1.94M	Hold	63,100	–	–	0.55%	36
2021 Q4	$1.95M	Hold	63,100	–	–	0.56%	31
2021 Q3	$1.88M	Buy	63,100 +11,390	+22%	+$341K	0.57%	32
2021 Q2	$1.53M	Buy	+51,710	New	+$1.53M	0.5%	36

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 $104B AUM 28.3% 1-Year Est. Return

Lineweaver Wealth Advisors's PJUL Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 12,677 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #134.

Lineweaver Wealth Advisors first reported a position in PJUL in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Lineweaver Wealth Advisors held 12,677 shares of Innovator US Equity Power Buffer ETF July worth $619K as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.07% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 18 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $1.95M in Q4 2021.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.