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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
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

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Modern Wealth Management's PJUL Position: Q2 2025 in Review

Modern Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2025, closing a stake of 12,171 shares — an estimated $489K sold.

Modern Wealth Management first reported a position in PJUL in Q2 2024 and held it in 4 quarters. The position peaked at $501K in Q4 2024. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

  • Modern Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 12,171 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $489K.
  • Modern Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and held it in 4 quarters.
  • Modern Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $501K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.