Retirement Guys Formula’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Retirement Guys Formula’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	$350K	Hold	7,163	–	–	0.13%	116
2026 Q1	$329K	Hold	7,163	–	–	0.15%	107
2025 Q4	$333K	Hold	7,163	–	–	0.15%	114
2025 Q3	$327K	Hold	7,163	–	–	0.11%	128
2025 Q2	$314K	Hold	7,163	–	–	0.12%	113
2025 Q1	$288K	Hold	7,163	–	–	0.14%	109
2024 Q4	$295K	Hold	7,163	–	–	0.15%	107
2024 Q3	$290K	Hold	7,163	–	–	0.13%	104
2024 Q2	$278K	Hold	7,163	–	–	0.13%	111
2024 Q1	$272K	Hold	7,163	–	–	0.13%	111
2023 Q4	$259K	Hold	7,163	–	–	0.14%	117
2023 Q3	$241K	Hold	7,163	–	–	0.17%	110
2023 Q2	$245K	Sell	7,163 -1,663	-19%	-$53.9K	0.14%	116
2023 Q1	$279K	Hold	8,826	–	–	0.2%	109
2022 Q4	$266K	Hold	8,826	–	–	0.22%	110
2022 Q3	$253K	Hold	8,826	–	–	0.27%	103
2022 Q2	$259K	Hold	8,826	–	–	0.27%	113
2022 Q1	$271K	Hold	8,826	–	–	0.18%	96
2021 Q4	$272K	Buy	+8,826	New	+$268K	0.22%	87

Other funds holding PJUL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Retirement Guys Formula's PJUL Position: Q2 2026 in Review

Retirement Guys Formula held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 7,163 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #116.

Retirement Guys Formula first reported a position in PJUL in Q4 2021 and has held it in 19 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Retirement Guys Formula held 7,163 shares of Innovator US Equity Power Buffer ETF July worth $350K as of Q2 2026.
Retirement Guys Formula left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.13% of Retirement Guys Formula's portfolio in Q2 2026, its #116 holding.
Retirement Guys Formula first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2021 and has held it in 19 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.