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

PlanVest 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 		$73.5K Hold
1,506
– – 0.05% 185
2026
Q1 		$69.2K Buy
+1,506
New +$70.1K 0.05% 173

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 22.96% 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 $103B AUM 28.65% 1-Year Est. Return

PlanVest Financial's PJUL Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 1,506 shares worth $73.5K. The position accounts for 0.05% of the portfolio, ranked #185.

PlanVest Financial first reported a position in PJUL in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • PlanVest Financial held 1,506 shares of Innovator US Equity Power Buffer ETF July worth $73.5K as of Q2 2026.
  • PlanVest Financial left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #185 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.