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

Modern Wealth 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
2026
Q2 		$204K Buy
+4,186
New +$201K ﹤0.01% 1033
2025
Q2 		– Sell
-12,171
Closed -$489K – 796
2025
Q1 		$489K Hold
12,171
– – 0.02% 428
2024
Q4 		$501K Hold
12,171
– – 0.02% 364
2024
Q3 		$493K Hold
12,171
– – 0.03% 255
2024
Q2 		$473K Buy
+12,171
New +$466K 0.03% 230

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Modern Wealth Management's PJUL Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 4,186 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in PJUL as recently as Q1 2025.

Modern Wealth Management first reported a position in PJUL in Q2 2024 and has held it in 5 quarters since. The position peaked at $501K in Q4 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Modern Wealth Management held 4,186 shares of Innovator US Equity Power Buffer ETF July worth $204K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF July was a new Modern Wealth Management position in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1033 holding.
  • Modern Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and has held it in 5 quarters since.
  • Modern Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $501K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.