Sigma Planning Corp’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Sigma Planning Corp’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	$917K	Sell	18,783 -361	-2%	-$17.4K	0.02%	632
2026 Q1	$880K	Sell	19,144 -204	-1%	-$9.49K	0.02%	620
2025 Q4	$898K	Sell	19,348 -392	-2%	-$18K	0.02%	573
2025 Q3	$900K	Buy	19,740 +1,221	+7%	+$54.6K	0.03%	570
2025 Q2	$812K	Buy	18,519 +8,331	+82%	+$341K	0.02%	569
2025 Q1	$409K	Sell	10,188 -2,307	-18%	-$95.2K	0.01%	810
2024 Q4	$514K	Sell	12,495 -2,080	-14%	-$85.2K	0.02%	736
2024 Q3	$590K	Sell	14,575 -327	-2%	-$12.9K	0.02%	686
2024 Q2	$579K	Sell	14,902 -6,129	-29%	-$234K	0.02%	672
2024 Q1	$799K	Sell	21,031 -20,604	-49%	-$764K	0.03%	579
2023 Q4	$1.51M	Sell	41,635 -23,180	-36%	-$803K	0.12%	186
2023 Q3	$2.18M	Buy	64,815 +44,009	+212%	+$1.51M	0.08%	260
2023 Q2	$712K	Buy	20,806 +3,085	+17%	+$99.9K	0.03%	593
2023 Q1	$561K	Sell	17,721 -2,550	-13%	-$79K	0.02%	752
2022 Q4	$612K	Sell	20,271 -1,255	-6%	-$37.6K	0.02%	687
2022 Q3	$616K	Buy	21,526 +2,045	+10%	+$61.7K	0.02%	648
2022 Q2	$572K	Buy	19,481 +5,200	+36%	+$154K	0.02%	703
2022 Q1	$438K	Sell	14,281 -1,690	-11%	-$51.2K	0.01%	888
2021 Q4	$492K	Buy	15,971 +480	+3%	+$14.6K	0.01%	863
2021 Q3	$461K	Buy	15,491 +4,628	+43%	+$138K	0.01%	857
2021 Q2	$322K	Buy	+10,863	New	+$321K	0.01%	1044
2019 Q3	–	Sell	-23,730	Closed	-$612K	–	1050
2019 Q2	$612K	Buy	+23,730	New	+$607K	0.03%	486

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 $103B AUM 28.65% 1-Year Est. Return

Sigma Planning Corp's PJUL Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1.9% in Q2 2026, selling an estimated $17.4K and leaving 18,783 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #632.

Sigma Planning Corp first reported a position in PJUL in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.18M in Q3 2023. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Sigma Planning Corp held 18,783 shares of Innovator US Equity Power Buffer ETF July worth $917K as of Q2 2026.
Sigma Planning Corp sold 361 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $17.4K.
Innovator US Equity Power Buffer ETF July made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #632 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and has held it in 22 quarters since.
Sigma Planning Corp's Innovator US Equity Power Buffer ETF July position peaked at $2.18M in Q3 2023.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.