Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.74M	Sell	35,662 -36,382	-50%	-$1.75M	0.18%	143
2026 Q1	$3.31M	Buy	72,044 +35,472	+97%	+$1.65M	0.19%	139
2025 Q4	$1.7M	Sell	36,572 -1,907	-5%	-$87.5K	0.2%	135
2025 Q3	$1.75M	Buy	38,479 +2,755	+8%	+$123K	0.22%	124
2025 Q2	$1.57M	Buy	35,724 +1,080	+3%	+$44.3K	0.18%	142
2025 Q1	$1.39M	Sell	34,644 -350	-1%	-$14.4K	0.19%	134
2024 Q4	$1.44M	Sell	34,994 -776	-2%	-$31.8K	0.19%	117
2024 Q3	$1.45M	Buy	35,770 +3,560	+11%	+$140K	0.19%	123
2024 Q2	$1.25M	Sell	32,210 -27	-0.1%	-$1.03K	0.18%	131
2024 Q1	$1.22M	Sell	32,237 -862	-3%	-$32K	0.19%	123
2023 Q4	$1.2M	Buy	33,099 +3,762	+13%	+$130K	0.23%	108
2023 Q3	$989K	Buy	29,337 +17,321	+144%	+$595K	0.2%	128
2023 Q2	$411K	Buy	+12,016	New	+$389K	0.08%	278
2022 Q3	–	Sell	-3,692	Closed	-$108K	–	1524
2022 Q2	$108K	Hold	3,692	–	–	0.02%	523
2022 Q1	$113K	Hold	3,692	–	–	0.02%	551
2021 Q4	$114K	Hold	3,692	–	–	0.02%	618
2021 Q3	$110K	Buy	+3,692	New	+$110K	0.02%	620

Other funds holding PJUL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PJUL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 50% in Q2 2026, selling an estimated $1.75M and leaving 35,662 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #143.

Patriot Financial Group Insurance Agency first reported a position in PJUL in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.31M in Q1 2026. 163 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Patriot Financial Group Insurance Agency held 35,662 shares of Innovator US Equity Power Buffer ETF July worth $1.74M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 36,382 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $1.75M.
Innovator US Equity Power Buffer ETF July made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #143 holding.
Patriot Financial Group Insurance Agency first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and has held it in 17 quarters since.
Patriot Financial Group Insurance Agency's Innovator US Equity Power Buffer ETF July position peaked at $3.31M in Q1 2026.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.