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Phoenix Financial’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Phoenix Financial’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 		$330K Sell
6,765
-1,290
-16% -$62K ﹤0.01% 411
2026
Q1 		$369K Hold
8,055
– – ﹤0.01% 351
2025
Q4 		$373K Hold
8,055
– – ﹤0.01% 340
2025
Q3 		$366K Buy
+8,055
New +$360K ﹤0.01% 338

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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

Phoenix Financial's PJUL Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 16% in Q2 2026, selling an estimated $62K and leaving 6,765 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Phoenix Financial first reported a position in PJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $373K in Q4 2025. 263 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Phoenix Financial held 6,765 shares of Innovator US Equity Power Buffer ETF July worth $330K as of Q2 2026.
  • Phoenix Financial sold 1,290 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $62K.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #411 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF July position peaked at $373K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.