PCS
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Private Client Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Private Client Services’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
2025
Q4 		– Sell
-63,498
Closed -$2.9M – 203
2025
Q3 		$2.9M Buy
+63,498
New +$2.84M 0.97% 26

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 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
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

Private Client Services's PJUL Position: Q4 2025 in Review

Private Client Services sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 63,498 shares — an estimated $2.9M sold.

Private Client Services first reported a position in PJUL in Q3 2025 and held it in 1 quarter. The position peaked at $2.9M in Q3 2025. 268 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

  • Private Client Services reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Private Client Services sold 63,498 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $2.9M.
  • Private Client Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Private Client Services's Innovator US Equity Power Buffer ETF July position peaked at $2.9M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.