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

Schulz Wealth’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	$505K	Buy	+10,353	New	+$498K	0.26%	47
2025 Q4	$580K	Sell	12,501 -44	-0.4%	-$2.02K	0.37%	39
2025 Q3	$572K	Sell	12,545 -70	-0.6%	-$3.13K	0.38%	37
2025 Q2	$553K	Sell	12,615 -2,216	-15%	-$90.8K	0.41%	36
2025 Q1	$596K	Hold	14,831	–	–	0.45%	33
2024 Q4	$611K	Hold	14,831	–	–	0.47%	31
2024 Q3	$600K	Hold	14,831	–	–	0.46%	29
2024 Q2	$576K	Hold	14,831	–	–	0.49%	27
2024 Q1	$563K	Sell	14,831 -90	-0.6%	-$3.34K	0.48%	27
2023 Q4	$540K	Buy	+14,921	New	+$517K	0.52%	30

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

Schulz Wealth's PJUL Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 10,353 shares worth $505K. The stake represents 0.26% of the portfolio and ranks #47 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in PJUL as recently as Q4 2025.

Schulz Wealth first reported a position in PJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $611K in Q4 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Schulz Wealth held 10,353 shares of Innovator US Equity Power Buffer ETF July worth $505K as of Q2 2026.
Innovator US Equity Power Buffer ETF July was a new Schulz Wealth position in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.26% of Schulz Wealth's portfolio in Q2 2026, its #47 holding.
Schulz Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's Innovator US Equity Power Buffer ETF July position peaked at $611K in Q4 2024.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.