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

O'Donnell Financial Services’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	$1.15M	Sell	23,505 -869	-4%	-$41.8K	0.34%	33
2026 Q1	$1.12M	Hold	24,374	–	–	0.39%	30
2025 Q4	$1.13M	Hold	24,374	–	–	0.39%	28
2025 Q3	$1.11M	Sell	24,374 -3,381	-12%	-$151K	0.4%	30
2025 Q2	$1.22M	Sell	27,755 -790	-3%	-$32.4K	0.47%	28
2025 Q1	$1.15M	Sell	28,545 -4,427	-13%	-$183K	0.47%	27
2024 Q4	$1.33M	Sell	32,972 -28	-0.1%	-$1.15K	0.56%	21
2024 Q3	$1.34M	Sell	33,000 -1,994	-6%	-$78.6K	0.54%	23
2024 Q2	$1.36M	Sell	34,994 -394	-1%	-$15.1K	0.6%	20
2024 Q1	$1.34M	Sell	35,388 -18,592	-34%	-$689K	0.62%	20
2023 Q4	$1.95M	Sell	53,980 -58,186	-52%	-$2.01M	0.98%	16
2023 Q3	$3.78M	Buy	+112,166	New	+$3.85M	2.1%	9

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 $104B AUM 28.3% 1-Year Est. Return

O'Donnell Financial Services's PJUL Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.6% in Q2 2026, selling an estimated $41.8K and leaving 23,505 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #33.

O'Donnell Financial Services first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.78M in Q3 2023. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

O'Donnell Financial Services held 23,505 shares of Innovator US Equity Power Buffer ETF July worth $1.15M as of Q2 2026.
O'Donnell Financial Services sold 869 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $41.8K.
Innovator US Equity Power Buffer ETF July made up 0.34% of O'Donnell Financial Services's portfolio in Q2 2026, its #33 holding.
O'Donnell Financial Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
O'Donnell Financial Services's Innovator US Equity Power Buffer ETF July position peaked at $3.78M in Q3 2023.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.