Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	–	Sell	-55,289	Closed	-$2.43M	–	207
2025 Q2	$2.43M	Sell	55,289 -504	-0.9%	-$20.7K	0.95%	27
2025 Q1	$2.24M	Sell	55,793 -1,820	-3%	-$75.1K	0.95%	30
2024 Q4	$2.37M	Buy	+57,613	New	+$2.36M	1.01%	28

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's PJUL Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2025, closing a stake of 55,289 shares — an estimated $2.43M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in PJUL in Q4 2024 and held it in 3 quarters. The position peaked at $2.43M in Q2 2025. 253 funds tracked by Wall St. Rank hold PJUL as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 55,289 Innovator US Equity Power Buffer ETF July shares in Q3 2025, an estimated $2.43M.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $2.43M in Q2 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.