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

Nikulski Financial’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 		$816K Sell
16,720
-520
-3% -$25K 0.18% 104
2026
Q1 		$792K Sell
17,240
-50
-0.3% -$2.33K 0.2% 99
2025
Q4 		$803K Sell
17,290
-1,085
-6% -$49.8K 0.19% 97
2025
Q3 		$838K Buy
18,375
+2,000
+12% +$89.4K 0.21% 85
2025
Q2 		$718K Buy
16,375
+70
+0.4% +$2.87K 0.2% 83
2025
Q1 		$655K Sell
16,305
-2,300
-12% -$94.9K 0.2% 82
2024
Q4 		$766K Hold
18,605
– – 0.23% 80
2024
Q3 		$753K Buy
18,605
+5,250
+39% +$207K 0.23% 80
2024
Q2 		$519K Sell
13,355
-165
-1% -$6.31K 0.17% 84
2024
Q1 		$513K Sell
13,520
-35
-0.3% -$1.3K 0.17% 86
2023
Q4 		$491K Hold
13,555
– – 0.18% 90
2023
Q3 		$457K Sell
13,555
-965
-7% -$33.2K 0.19% 89
2023
Q2 		$497K Sell
14,520
-500
-3% -$16.2K 0.21% 87
2023
Q1 		$475K Sell
15,020
-100
-0.7% -$3.1K 0.21% 92
2022
Q4 		$456K Sell
15,120
-100
-0.7% -$3K 0.22% 88
2022
Q3 		$435K Sell
15,220
-1,200
-7% -$36.2K 0.23% 91
2022
Q2 		$482K Sell
16,420
-400
-2% -$11.8K 0.24% 90
2022
Q1 		$516K Hold
16,820
– – 0.22% 86
2021
Q4 		$519K Sell
16,820
-400
-2% -$12.2K 0.22% 83
2021
Q3 		$512K Hold
17,220
– – 0.24% 82
2021
Q2 		$512K Sell
17,220
-295
-2% -$8.71K 0.24% 85
2021
Q1 		$514K Hold
17,515
– – 0.26% 75
2020
Q4 		$504K Hold
17,515
– – 0.28% 72
2020
Q3 		$485K Hold
17,515
– – 0.31% 66
2020
Q2 		$469K Sell
17,515
-1,620
-8% -$42K 0.33% 63
2020
Q1 		$458K Hold
19,135
– – 0.4% 50
2019
Q4 		$515K Sell
19,135
-75
-0.4% -$1.98K 0.37% 51
2019
Q3 		$501K Sell
19,210
-1,545
-7% -$40.1K 0.42% 51
2019
Q2 		$538K Buy
+20,755
New +$531K 0.45% 49

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

Nikulski Financial's PJUL Position: Q2 2026 in Review

Nikulski Financial reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3% in Q2 2026, selling an estimated $25K and leaving 16,720 shares worth $816K. The position accounts for 0.18% of the portfolio, ranked #104.

Nikulski Financial first reported a position in PJUL in Q2 2019 and has held it in 29 quarters since. The position peaked at $838K in Q3 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Nikulski Financial held 16,720 shares of Innovator US Equity Power Buffer ETF July worth $816K as of Q2 2026.
  • Nikulski Financial sold 520 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $25K.
  • Innovator US Equity Power Buffer ETF July made up 0.18% of Nikulski Financial's portfolio in Q2 2026, its #104 holding.
  • Nikulski Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and has held it in 29 quarters since.
  • Nikulski Financial's Innovator US Equity Power Buffer ETF July position peaked at $838K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.