Outlook Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Outlook Wealth 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	$1.99M	Hold	40,776	–	–	0.43%	55
2026 Q1	$1.87M	Hold	40,776	–	–	0.45%	48
2025 Q4	$1.89M	Sell	40,776 -875	-2%	-$40.2K	0.43%	47
2025 Q3	$1.9M	Sell	41,651 -20	-0%	-$894	0.47%	44
2025 Q2	$1.83M	Sell	41,671 -610	-1%	-$25K	0.47%	44
2025 Q1	$1.7M	Sell	42,281 -24,972	-37%	-$1.03M	0.47%	42
2024 Q4	$2.77M	Sell	67,253 -4,934	-7%	-$202K	0.8%	27
2024 Q3	$2.92M	Buy	72,187 +39,437	+120%	+$1.55M	0.84%	26
2024 Q2	$484K	Buy	32,750 +3,656	+13%	+$140K	0.15%	135
2024 Q1	$1.1M	Sell	29,094 -195,377	-87%	-$7.24M	0.34%	59
2023 Q4	$8.12M	Buy	224,471 +40,675	+22%	+$1.41M	2.84%	7
2023 Q3	$6.19M	Buy	183,796 +8,059	+5%	+$277K	2.37%	9
2023 Q2	$6.01M	Buy	175,737 +90,598	+106%	+$2.93M	2.27%	9
2023 Q1	$2.69M	Sell	85,139 -3,799	-4%	-$118K	1.2%	21
2022 Q4	$2.69M	Buy	88,938 +46,094	+108%	+$1.38M	1.27%	17
2022 Q3	$1.23M	Buy	+42,844	New	+$1.29M	0.55%	43

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

Outlook Wealth Advisors's PJUL Position: Q2 2026 in Review

Outlook Wealth Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 40,776 shares worth $1.99M. The position accounts for 0.43% of the portfolio, ranked #55.

Outlook Wealth Advisors first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.12M in Q4 2023. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Outlook Wealth Advisors held 40,776 shares of Innovator US Equity Power Buffer ETF July worth $1.99M as of Q2 2026.
Outlook Wealth Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.43% of Outlook Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $8.12M in Q4 2023.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.