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Optima Capital’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Optima Capital’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
Q1 		– Sell
-1,784
Closed -$82.8K – 977
2025
Q4 		$82.8K Buy
+1,784
New +$81.9K 0.04% 248

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Optima Capital's PJUL Position: Q1 2026 in Review

Optima Capital sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2026, closing a stake of 1,784 shares — an estimated $82.8K sold.

Optima Capital first reported a position in PJUL in Q4 2025 and held it in 1 quarter. The position peaked at $82.8K in Q4 2025. 269 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

  • Optima Capital reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,784 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $82.8K.
  • Optima Capital first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Innovator US Equity Power Buffer ETF July position peaked at $82.8K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.