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 Q3	$7.3M	Sell	146,994 -616	-0.4%	-$30.4K	1.25%	16
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

Other funds holding PJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Southland Equity Partners's PJUL Position: Q3 2026 in Review

Southland Equity Partners reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.42% in Q3 2026, selling an estimated $30.4K and leaving 146,994 shares worth $7.3M. The position accounts for 1.25% of the portfolio, ranked #16.

Southland Equity Partners first reported a position in PJUL in Q4 2020 and has held it in 24 quarters since. 36 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Southland Equity Partners held 146,994 shares of Innovator US Equity Power Buffer ETF July worth $7.3M as of Q3 2026.
Southland Equity Partners sold 616 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $30.4K.
Innovator US Equity Power Buffer ETF July made up 1.25% of Southland Equity Partners's portfolio in Q3 2026, its #16 holding.
Southland Equity Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2020 and has held it in 24 quarters since.
36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.