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Principal Securities’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Principal Securities’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 		$6.61M Buy
135,415
+10,342
+8% +$497K 0.08% 223
2026
Q1 		$5.75M Sell
125,073
-314
-0.3% -$14.6K 0.08% 228
2025
Q4 		$5.82M Sell
125,387
-644
-0.5% -$29.6K 0.09% 210
2025
Q3 		$5.75M Buy
126,031
+40,706
+48% +$1.82M 0.09% 204
2025
Q2 		$3.74M Sell
85,325
-448
-0.5% -$18.4K 0.07% 268
2025
Q1 		$3.53M Hold
85,773
– – 0.08% 242
2024
Q4 		$3.53M Sell
85,773
-152
-0.2% -$6.23K 0.08% 242
2024
Q3 		$3.48M Buy
85,925
+36,871
+75% +$1.45M 0.08% 226
2024
Q2 		$1.91M Sell
49,054
-111
-0.2% -$4.25K 0.05% 313
2024
Q1 		$1.87M Buy
49,165
+34
+0.1% +$1.26K 0.06% 289
2023
Q4 		$1.78M Buy
+49,131
New +$1.7M 0.07% 272

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

Principal Securities's PJUL Position: Q2 2026 in Review

Principal Securities increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 8.3% in Q2 2026, buying an estimated $497K and bringing the position to 135,415 shares worth $6.61M. The position accounts for 0.08% of the portfolio, ranked #223.

Principal Securities first reported a position in PJUL in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Principal Securities held 135,415 shares of Innovator US Equity Power Buffer ETF July worth $6.61M as of Q2 2026.
  • Principal Securities bought 10,342 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $497K.
  • Innovator US Equity Power Buffer ETF July made up 0.08% of Principal Securities's portfolio in Q2 2026, its #223 holding.
  • Principal Securities first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.