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Riverchase Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Riverchase Wealth Management’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 		$403K Hold
8,258
– – 0.19% 62
2026
Q1 		$380K Sell
8,258
-1,631
-16% -$75.9K 0.2% 59
2025
Q4 		$459K Hold
9,889
– – 0.25% 52
2025
Q3 		$451K Buy
+9,889
New +$442K 0.26% 53

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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 $104B AUM 28.3% 1-Year Est. Return

Riverchase Wealth Management's PJUL Position: Q2 2026 in Review

Riverchase Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 8,258 shares worth $403K. The position accounts for 0.19% of the portfolio, ranked #62.

Riverchase Wealth Management first reported a position in PJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Riverchase Wealth Management held 8,258 shares of Innovator US Equity Power Buffer ETF July worth $403K as of Q2 2026.
  • Riverchase Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.19% of Riverchase Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Riverchase Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Riverchase Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $459K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.