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MMA Asset Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

MMA Asset Management’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
2025
Q4 		– Sell
-2,529
Closed -$115K – 266
2025
Q3 		$115K Buy
+2,529
New +$113K 0.04% 186

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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MMA Asset Management's PJUL Position: Q4 2025 in Review

MMA Asset Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 2,529 shares — an estimated $115K sold.

MMA Asset Management first reported a position in PJUL in Q3 2025 and held it in 1 quarter. The position peaked at $115K in Q3 2025. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

  • MMA Asset Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 2,529 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $115K.
  • MMA Asset Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • MMA Asset Management's Innovator US Equity Power Buffer ETF July position peaked at $115K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.