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
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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Schulz Wealth's PJUL Position: Q4 2025 in Review

Schulz Wealth reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.35% in Q4 2025, selling an estimated $2.02K and leaving 12,501 shares worth $580K. The position accounts for 0.37% of the portfolio, ranked #39.

Schulz Wealth first reported a position in PJUL in Q4 2023 and has held it in 9 quarters since. The position peaked at $611K in Q4 2024. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

Schulz Wealth held 12,501 shares of Innovator US Equity Power Buffer ETF July worth $580K as of Q4 2025.
Schulz Wealth sold 44 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $2.02K.
Innovator US Equity Power Buffer ETF July made up 0.37% of Schulz Wealth's portfolio in Q4 2025, its #39 holding.
Schulz Wealth first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's Innovator US Equity Power Buffer ETF July position peaked at $611K in Q4 2024.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.