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

Southland Equity 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 		$7.2M Sell
147,610
-1,858
-1% -$89.3K 1.26% 15
2026
Q1 		$6.87M Sell
149,468
-43
-0% -$2K 1.34% 15
2025
Q4 		$6.94M Sell
149,511
-2,890
-2% -$133K 1.37% 16
2025
Q3 		$6.95M Sell
152,401
-763
-0.5% -$34.1K 1.41% 17
2025
Q2 		$6.72M Buy
153,164
+2,013
+1% +$82.5K 1.47% 17
2025
Q1 		$6.07M Sell
151,151
-1,005
-0.7% -$41.5K 1.41% 16
2024
Q4 		$6.26M Sell
152,156
-714
-0.5% -$29.3K 1.46% 15
2024
Q3 		$6.19M Buy
152,870
+30,771
+25% +$1.21M 1.51% 13
2024
Q2 		$4.74M Hold
122,099
– – 1.35% 16
2024
Q1 		$4.64M Buy
122,099
+2,486
+2% +$92.2K 1.3% 18
2023
Q4 		$4.33M Buy
119,613
+8,275
+7% +$287K 1.35% 17
2023
Q3 		$3.75M Buy
111,338
+3,983
+4% +$137K 1.29% 18
2023
Q2 		$3.67M Buy
107,355
+5,259
+5% +$170K 1.24% 18
2023
Q1 		$3.23M Buy
102,096
+2,509
+3% +$77.7K 1.27% 17
2022
Q4 		$3.01M Hold
99,587
– – 1.16% 19
2022
Q3 		$2.85M Buy
99,587
+12,936
+15% +$390K 1.4% 19
2022
Q2 		$2.55M Buy
86,651
+75,744
+694% +$2.24M 1.16% 20
2022
Q1 		$335K Sell
10,907
-111
-1% -$3.36K 0.14% 112
2021
Q4 		$340K Hold
11,018
– – 0.14% 109
2021
Q3 		$328K Buy
11,018
+1,180
+12% +$35.3K 0.15% 105
2021
Q2 		$291K Sell
9,838
-1,317
-12% -$38.9K 0.14% 115
2021
Q1 		$327K Sell
11,155
-325
-3% -$9.42K 0.19% 95
2020
Q4 		$330K Buy
+11,480
New +$325K 0.22% 82

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MW
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BCM
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SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return