Long Island Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.15M Hold
44,057
0.89% 26
2026
Q1
$2.03M Sell
44,057
-2,081
-5% -$96.9K 0.94% 25
2025
Q4
$2.14M Buy
46,138
+545
+1% +$25K 1.01% 22
2025
Q3
$2.08M Buy
45,593
+3,278
+8% +$146K 1.01% 22
2025
Q2
$1.86M Buy
42,315
+5,283
+14% +$217K 0.96% 22
2025
Q1
$1.49M Sell
37,032
-43,821
-54% -$1.81M 0.91% 25
2024
Q4
$3.33M Sell
80,853
-2,404
-3% -$98.5K 2.08% 16
2024
Q3
$3.37M Buy
83,257
+43,110
+107% +$1.7M 2.21% 14
2024
Q2
$1.56M Sell
40,147
-8,618
-18% -$330K 1.1% 24
2024
Q1
$1.85M Sell
48,765
-8,905
-15% -$330K 1.31% 22
2023
Q4
$2.09M Buy
+57,670
New +$2M 1.49% 22

Other funds holding PJUL

Long Island Wealth Management's PJUL Position: Q2 2026 in Review

Long Island Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 44,057 shares worth $2.15M. The position accounts for 0.89% of the portfolio, ranked #26.

Long Island Wealth Management first reported a position in PJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q3 2024. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Long Island Wealth Management held 44,057 shares of Innovator US Equity Power Buffer ETF July worth $2.15M as of Q2 2026.
  • Long Island Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.89% of Long Island Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Long Island Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
  • Long Island Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $3.37M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.