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

MBL Wealth’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	$6.89M	Sell	141,059 -7,387	-5%	-$355K	0.47%	41
2026 Q1	$6.82M	Sell	148,446 -3,060	-2%	-$142K	0.52%	40
2025 Q4	$7.03M	Sell	151,506 -1,461	-1%	-$67K	0.56%	39
2025 Q3	$6.98M	Buy	152,967 +1,159	+0.8%	+$51.8K	0.61%	35
2025 Q2	$6.66M	Buy	151,808 +2,110	+1%	+$86.5K	0.64%	34
2025 Q1	$6.02M	Buy	149,698 +1,419	+1%	+$58.6K	0.61%	36
2024 Q4	$6.1M	Sell	148,279 -2,897	-2%	-$119K	0.61%	36
2024 Q3	$6.12M	Buy	151,176 +36,280	+32%	+$1.43M	0.66%	35
2024 Q2	$4.46M	Buy	114,896 +11,635	+11%	+$445K	0.5%	45
2024 Q1	$3.92M	Buy	103,261 +2,545	+3%	+$94.3K	0.44%	46
2023 Q4	$3.64M	Buy	100,716 +34,286	+52%	+$1.19M	0.46%	41
2023 Q3	$2.24M	Buy	66,430 +59,905	+918%	+$2.06M	0.32%	44
2023 Q2	$223K	Sell	6,525 -100	-2%	-$3.24K	0.03%	161
2023 Q1	$210K	Sell	6,625 -2,165	-25%	-$67.1K	0.03%	151
2022 Q4	$265K	Buy	+8,790	New	+$263K	0.05%	134

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

MBL Wealth's PJUL Position: Q2 2026 in Review

MBL Wealth reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 5% in Q2 2026, selling an estimated $355K and leaving 141,059 shares worth $6.89M. The position accounts for 0.47% of the portfolio, ranked #41.

MBL Wealth first reported a position in PJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.03M in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

MBL Wealth held 141,059 shares of Innovator US Equity Power Buffer ETF July worth $6.89M as of Q2 2026.
MBL Wealth sold 7,387 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $355K.
Innovator US Equity Power Buffer ETF July made up 0.47% of MBL Wealth's portfolio in Q2 2026, its #41 holding.
MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
MBL Wealth's Innovator US Equity Power Buffer ETF July position peaked at $7.03M in Q4 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.