LPL Financial
PJUL icon

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

LPL Financial’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 		$17.3M Buy
354,696
+84,855
+31% +$4.08M ﹤0.01% 1686
2026
Q1 		$12.4M Sell
269,841
-41,449
-13% -$1.93M ﹤0.01% 1815
2025
Q4 		$14.5M Buy
311,290
+31,097
+11% +$1.43M ﹤0.01% 1632
2025
Q3 		$12.8M Buy
280,193
+24,827
+10% +$1.11M ﹤0.01% 1661
2025
Q2 		$11.2M Buy
255,366
+10,913
+4% +$447K ﹤0.01% 1632
2025
Q1 		$9.82M Buy
244,453
+104,945
+75% +$4.33M ﹤0.01% 1615
2024
Q4 		$5.74M Buy
139,508
+4,928
+4% +$202K ﹤0.01% 1966
2024
Q3 		$5.45M Sell
134,580
-53,847
-29% -$2.12M ﹤0.01% 1928
2024
Q2 		$7.32M Buy
188,427
+7,248
+4% +$277K ﹤0.01% 1568
2024
Q1 		$6.88M Buy
181,179
+27,518
+18% +$1.02M ﹤0.01% 1566
2023
Q4 		$5.56M Buy
153,661
+41,977
+38% +$1.45M ﹤0.01% 1622
2023
Q3 		$3.76M Buy
111,684
+94,502
+550% +$3.25M ﹤0.01% 1768
2023
Q2 		$588K Buy
17,182
+813
+5% +$26.3K ﹤0.01% 3302
2023
Q1 		$518K Buy
16,369
+175
+1% +$5.42K ﹤0.01% 3296
2022
Q4 		$489K Hold
16,194
– – ﹤0.01% 3266
2022
Q3 		$463K Sell
16,194
-100
-0.6% -$3.02K ﹤0.01% 3225
2022
Q2 		$479K Sell
16,294
-500
-3% -$14.8K ﹤0.01% 3244
2022
Q1 		$515K Sell
16,794
-1,750
-9% -$53K ﹤0.01% 3176
2021
Q4 		$572K Sell
18,544
-413
-2% -$12.6K ﹤0.01% 3164
2021
Q3 		$564K Buy
18,957
+7,295
+63% +$218K ﹤0.01% 3110
2021
Q2 		$345K Sell
11,662
-1,450
-11% -$42.8K ﹤0.01% 3478
2021
Q1 		$385K Sell
13,112
-2,123
-14% -$61.5K ﹤0.01% 3265
2020
Q4 		$438K Buy
15,235
+1,723
+13% +$48.7K ﹤0.01% 2872
2020
Q3 		$374K Sell
13,512
-1,000
-7% -$27.5K ﹤0.01% 2724
2020
Q2 		$388K Sell
14,512
-3,850
-21% -$99.7K ﹤0.01% 2624
2020
Q1 		$439K Buy
+18,362
New +$477K ﹤0.01% 2173

Other funds holding PJUL

AllianceBernstein
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's PJUL Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 31% in Q2 2026, buying an estimated $4.08M and bringing the position to 354,696 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

LPL Financial first reported a position in PJUL in Q1 2020 and has held it in 26 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • LPL Financial held 354,696 shares of Innovator US Equity Power Buffer ETF July worth $17.3M as of Q2 2026.
  • LPL Financial bought 84,855 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $4.08M.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1686 holding.
  • LPL Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2020 and has held it in 26 quarters since.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.