Spire Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Spire Wealth Management’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	$2.96M	Sell	60,667 -446	-0.7%	-$21.4K	0.09%	202
2026 Q1	$2.81M	Sell	61,113 -3	-0%	-$140	0.1%	198
2025 Q4	$2.84M	Sell	61,116 -753	-1%	-$34.6K	0.1%	191
2025 Q3	$2.82M	Buy	61,869 +2,850	+5%	+$127K	0.1%	182
2025 Q2	$2.59M	Hold	59,019	–	–	0.09%	187
2025 Q1	$2.37M	Hold	59,019	–	–	0.08%	244
2024 Q4	$2.43M	Sell	59,019 -3,005	-5%	-$123K	0.08%	222
2024 Q3	$2.51M	Sell	62,024 -3,374	-5%	-$133K	0.08%	194
2024 Q2	$2.54M	Hold	65,398	–	–	0.09%	195
2024 Q1	$2.48M	Hold	65,398	–	–	0.05%	220
2023 Q4	$2.39M	Hold	65,398	–	–	0.08%	210
2023 Q3	$2.2M	Buy	65,398 +3,723	+6%	+$128K	0.08%	207
2023 Q2	$2.11M	Buy	61,675 +38,000	+161%	+$1.23M	0.08%	225
2023 Q1	$749K	Buy	23,675 +850	+4%	+$26.3K	0.03%	395
2022 Q4	$689K	Buy	22,825 +22,500	+6,923%	+$674K	0.04%	295
2022 Q3	$9K	Buy	+325	New	+$9.8K	﹤0.01%	1605

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 $104B AUM 28.3% 1-Year Est. Return

Spire Wealth Management's PJUL Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.73% in Q2 2026, selling an estimated $21.4K and leaving 60,667 shares worth $2.96M. The position accounts for 0.09% of the portfolio, ranked #202.

Spire Wealth Management first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Spire Wealth Management held 60,667 shares of Innovator US Equity Power Buffer ETF July worth $2.96M as of Q2 2026.
Spire Wealth Management sold 446 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $21.4K.
Innovator US Equity Power Buffer ETF July made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #202 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.