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NBZ Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

NBZ Investment Advisors’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
Q3 		– Sell
-7,165
Closed -$314K – 69
2025
Q2 		$314K Hold
7,165
– – 0.18% 40
2025
Q1 		$288K Sell
7,165
-11,187
-61% -$462K 0.17% 41
2024
Q4 		$756K Buy
+18,352
New +$752K 0.42% 26

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBZ Investment Advisors's PJUL Position: Q3 2025 in Review

NBZ Investment Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2025, closing a stake of 7,165 shares — an estimated $314K sold.

NBZ Investment Advisors first reported a position in PJUL in Q4 2024 and held it in 3 quarters. The position peaked at $756K in Q4 2024. 253 funds tracked by Wall St. Rank hold PJUL as of Q3 2025.

  • NBZ Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 7,165 Innovator US Equity Power Buffer ETF July shares in Q3 2025, an estimated $314K.
  • NBZ Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 3 quarters.
  • NBZ Investment Advisors's Innovator US Equity Power Buffer ETF July position peaked at $756K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2025.

Based on NBZ Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.