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Occidental Asset Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Occidental Asset 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 		$210K Buy
+4,308
New +$207K 0.02% 301

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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 $103B AUM 28.65% 1-Year Est. Return

Occidental Asset Management's PJUL Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 4,308 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Occidental Asset Management held 4,308 shares of Innovator US Equity Power Buffer ETF July worth $210K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF July was a new Occidental Asset Management position in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #301 holding.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.