O'Connor Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

O'Connor Financial Group’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	$1.7M	Buy	+34,827	New	+$1.67M	0.6%	23

Other funds holding PJUL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

O'Connor Financial Group's PJUL Position: Q2 2026 in Review

O'Connor Financial Group opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 34,827 shares worth $1.7M. The stake represents 0.6% of the portfolio and ranks #23 among its holdings.

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

O'Connor Financial Group held 34,827 shares of Innovator US Equity Power Buffer ETF July worth $1.7M as of Q2 2026.
Innovator US Equity Power Buffer ETF July was a new O'Connor Financial Group position in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.6% of O'Connor Financial Group's portfolio in Q2 2026, its #23 holding.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.