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OneDigital Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

OneDigital Investment Advisors’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 		$3.97M Buy
81,370
+1,222
+2% +$58.7K 0.03% 349
2026
Q1 		$3.68M Sell
80,148
-1,869
-2% -$87K 0.04% 335
2025
Q4 		$3.81M Sell
82,017
-2,475
-3% -$114K 0.04% 318
2025
Q3 		$3.85M Buy
84,492
+9,134
+12% +$408K 0.04% 293
2025
Q2 		$3.3M Buy
75,358
+23,227
+45% +$952K 0.04% 307
2025
Q1 		$2.1M Sell
52,131
-3,560
-6% -$147K 0.02% 396
2024
Q4 		$2.29M Buy
55,691
+2,948
+6% +$121K 0.03% 388
2024
Q3 		$2.14M Buy
52,743
+4,176
+9% +$165K 0.02% 425
2024
Q2 		$1.89M Buy
48,567
+3,232
+7% +$124K 0.02% 435
2024
Q1 		$1.72M Sell
45,335
-2,805
-6% -$104K 0.03% 373
2023
Q4 		$1.74M Buy
48,140
+8,265
+21% +$286K 0.03% 343
2023
Q3 		$1.34M Buy
39,875
+29,616
+289% +$1.02M 0.03% 357
2023
Q2 		$351K Sell
10,259
-3,665
-26% -$119K 0.01% 765
2023
Q1 		$441K Sell
13,924
-214
-2% -$6.63K 0.01% 669
2022
Q4 		$427K Buy
14,138
+4,358
+45% +$131K 0.01% 560
2022
Q3 		$280K Buy
+9,780
New +$295K 0.01% 617

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

OneDigital Investment Advisors's PJUL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1.5% in Q2 2026, buying an estimated $58.7K and bringing the position to 81,370 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #349.

OneDigital Investment Advisors first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • OneDigital Investment Advisors held 81,370 shares of Innovator US Equity Power Buffer ETF July worth $3.97M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,222 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $58.7K.
  • Innovator US Equity Power Buffer ETF July made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #349 holding.
  • OneDigital Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.