Pinnacle Wealth Management Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Pinnacle Wealth Management Group’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	$590K	Buy	12,080 +1,000	+9%	+$48.1K	0.28%	62
2026 Q1	$509K	Sell	11,080 -860	-7%	-$40K	0.25%	69
2025 Q4	$554K	Hold	11,940	–	–	0.28%	62
2025 Q3	$544K	Buy	11,940 +550	+5%	+$24.6K	0.28%	59
2025 Q2	$499K	Buy	11,390 +3,635	+47%	+$149K	0.29%	62
2025 Q1	$312K	Sell	7,755 -645	-8%	-$26.6K	0.22%	77
2024 Q4	$346K	Hold	8,400	–	–	0.22%	82
2024 Q3	$340K	Sell	8,400 -3,000	-26%	-$118K	0.21%	85
2024 Q2	$443K	Buy	+11,400	New	+$436K	0.3%	60

Other funds holding PJUL

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

AFA

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Pinnacle Wealth Management Group's PJUL Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 9% in Q2 2026, buying an estimated $48.1K and bringing the position to 12,080 shares worth $590K. The position accounts for 0.28% of the portfolio, ranked #62.

Pinnacle Wealth Management Group first reported a position in PJUL in Q2 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Pinnacle Wealth Management Group held 12,080 shares of Innovator US Equity Power Buffer ETF July worth $590K as of Q2 2026.
Pinnacle Wealth Management Group bought 1,000 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $48.1K.
Innovator US Equity Power Buffer ETF July made up 0.28% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #62 holding.
Pinnacle Wealth Management Group first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
50 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.