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

Merit Financial Group’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	$1.24M	Sell	25,319 -230	-0.9%	-$11.1K	0.01%	976
2026 Q1	$1.17M	Buy	25,549 +2,507	+11%	+$117K	0.01%	907
2025 Q4	$1.07M	Buy	23,042 +15,781	+217%	+$724K	0.01%	919
2025 Q3	$331K	Sell	7,261 -16,109	-69%	-$720K	﹤0.01%	1385
2025 Q2	$1.02M	Buy	+23,370	New	+$958K	0.01%	778

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 $103B AUM 28.65% 1-Year Est. Return

Merit Financial Group's PJUL Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.9% in Q2 2026, selling an estimated $11.1K and leaving 25,319 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #976.

Merit Financial Group first reported a position in PJUL in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Merit Financial Group held 25,319 shares of Innovator US Equity Power Buffer ETF July worth $1.24M as of Q2 2026.
Merit Financial Group sold 230 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $11.1K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #976 holding.
Merit Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.