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NorthRock Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

NorthRock Partners’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
-1,685
Closed -$67.7K – 857
2025
Q1 		$67.7K Buy
+1,685
New +$69.5K ﹤0.01% 657

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Raymond James Financial
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
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Kovitz Investment Group Partners
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NorthRock Partners's PJUL Position: Q2 2025 in Review

NorthRock Partners sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2025, closing a stake of 1,685 shares — an estimated $67.7K sold.

NorthRock Partners first reported a position in PJUL in Q1 2025 and held it in 1 quarter. The position peaked at $67.7K in Q1 2025. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

  • NorthRock Partners reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,685 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $67.7K.
  • NorthRock Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's Innovator US Equity Power Buffer ETF July position peaked at $67.7K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.