PCA Investment Advisory Services’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

PCA Investment Advisory Services’s Portfolio BJUL Stock Details BJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,945	Closed	-$220K	–	59
2024 Q4	$220K	Sell	4,945 -336	-6%	-$15K	0.1%	129
2024 Q3	$231K	Hold	5,281	–	–	0.11%	131
2024 Q2	$221K	Sell	5,281 -348	-6%	-$14.1K	0.12%	126
2024 Q1	$227K	Sell	5,629 -1	-0%	-$39	0.13%	124
2023 Q4	$212K	Sell	5,630 -212	-4%	-$7.55K	0.14%	110
2023 Q3	$201K	Hold	5,842	–	–	0.14%	108
2023 Q2	$206K	Buy	+5,842	New	+$195K	0.12%	114

Other funds holding BJUL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

PCA Investment Advisory Services's BJUL Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2025, closing a stake of 4,945 shares — an estimated $220K sold.

PCA Investment Advisory Services first reported a position in BJUL in Q2 2023 and held it in 7 quarters. The position peaked at $231K in Q3 2024. 105 funds tracked by Wall St. Rank hold BJUL as of Q1 2025.

PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 4,945 Innovator US Equity Buffer ETF July shares in Q1 2025, an estimated $220K.
PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF July in Q2 2023 and held it in 7 quarters.
PCA Investment Advisory Services's Innovator US Equity Buffer ETF July position peaked at $231K in Q3 2024.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.