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 Q3	$1.41M	Buy	28,332 +15,655	+123%	+$773K	0.16%	108
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Lineweaver Wealth Advisors's PJUL Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 123% in Q3 2026, buying an estimated $773K and bringing the position to 28,332 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #108.

Lineweaver Wealth Advisors first reported a position in PJUL in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2021. 36 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Lineweaver Wealth Advisors held 28,332 shares of Innovator US Equity Power Buffer ETF July worth $1.41M as of Q3 2026.
Lineweaver Wealth Advisors bought 15,655 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $773K.
Innovator US Equity Power Buffer ETF July made up 0.16% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #108 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and has held it in 19 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $1.95M in Q4 2021.
36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.