Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Retirement Planning Group (Kansas)’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	$277K	Sell	5,672 -1,262	-18%	-$60.7K	0.01%	454
2026 Q1	$319K	Hold	6,934	–	–	0.01%	381
2025 Q4	$322K	Hold	6,934	–	–	0.01%	324
2025 Q3	$316K	Buy	6,934 +1,262	+22%	+$56.4K	0.01%	321
2025 Q2	$249K	Hold	5,672	–	–	0.01%	281
2025 Q1	$228K	Hold	5,672	–	–	0.01%	275
2024 Q4	$234K	Hold	5,672	–	–	0.01%	256
2024 Q3	$230K	Hold	5,672	–	–	0.01%	250
2024 Q2	$220K	Sell	5,672 -848	-13%	-$32.4K	0.01%	223
2024 Q1	$248K	Sell	6,520 -686	-10%	-$25.4K	0.02%	197
2023 Q4	$261K	Hold	7,206	–	–	0.02%	156
2023 Q3	$243K	Hold	7,206	–	–	0.03%	140
2023 Q2	$247K	Sell	7,206 -26	-0.4%	-$842	0.02%	145
2023 Q1	$229K	Hold	7,232	–	–	0.02%	133
2022 Q4	$218K	Sell	7,232 -79	-1%	-$2.37K	0.02%	128
2022 Q3	$209K	Buy	+7,311	New	+$221K	0.03%	121

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 Planning Group (Kansas)'s PJUL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 5,672 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #454.

Retirement Planning Group (Kansas) first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $322K in Q4 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Retirement Planning Group (Kansas) held 5,672 shares of Innovator US Equity Power Buffer ETF July worth $277K as of Q2 2026.
Retirement Planning Group (Kansas) sold 1,262 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $60.7K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #454 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Power Buffer ETF July position peaked at $322K in Q4 2025.
262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.