Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Sagespring Wealth Partners’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	$237K	Sell	4,846 -14	-0.3%	-$673	﹤0.01%	772
2026 Q1	$223K	Sell	4,860 -11	-0.2%	-$512	﹤0.01%	752
2025 Q4	$226K	Sell	4,871 -7	-0.1%	-$321	﹤0.01%	721
2025 Q3	$222K	Buy	+4,878	New	+$218K	﹤0.01%	697

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

Sagespring Wealth Partners's PJUL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.29% in Q2 2026, selling an estimated $673 and leaving 4,846 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Sagespring Wealth Partners first reported a position in PJUL in Q3 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Sagespring Wealth Partners held 4,846 shares of Innovator US Equity Power Buffer ETF July worth $237K as of Q2 2026.
Sagespring Wealth Partners sold 14 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $673.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #772 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.