Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Steward Partners Investment Advisory’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	$1.63M	Buy	33,331 +17,885	+116%	+$860K	0.01%	1030
2026 Q1	$710K	Sell	15,446 -50	-0.3%	-$2.33K	﹤0.01%	1335
2025 Q4	$719K	Sell	15,496 -440	-3%	-$20.2K	﹤0.01%	1233
2025 Q3	$727K	Sell	15,936 -56,389	-78%	-$2.52M	﹤0.01%	1197
2025 Q2	$3.17M	Buy	72,325 +56,389	+354%	+$2.31M	0.02%	561
2025 Q1	$640K	Sell	15,936 -100	-0.6%	-$4.13K	0.01%	1113
2024 Q4	$660K	Sell	16,036 -2,000	-11%	-$81.9K	0.01%	1034
2024 Q3	$730K	Buy	18,036 +1,343	+8%	+$52.9K	0.01%	966
2024 Q2	$649K	Sell	16,693 -5,050	-23%	-$193K	0.01%	952
2024 Q1	$826K	Sell	21,743 -17,280	-44%	-$641K	0.01%	867
2023 Q4	$1.41M	Sell	39,023 -450	-1%	-$15.6K	0.02%	609
2023 Q3	$1.33M	Buy	39,473 +24,780	+169%	+$851K	0.02%	576
2023 Q2	$503K	Buy	14,693 +1,060	+8%	+$34.3K	0.01%	931
2023 Q1	$431K	Hold	13,633	–	–	0.01%	983
2022 Q4	$412K	Buy	13,633 +6,033	+79%	+$181K	0.01%	980
2022 Q3	$217K	Buy	+7,600	New	+$229K	﹤0.01%	1168

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

Steward Partners Investment Advisory's PJUL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 116% in Q2 2026, buying an estimated $860K and bringing the position to 33,331 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1030.

Steward Partners Investment Advisory first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.17M in Q2 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Steward Partners Investment Advisory held 33,331 shares of Innovator US Equity Power Buffer ETF July worth $1.63M as of Q2 2026.
Steward Partners Investment Advisory bought 17,885 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $860K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1030 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Power Buffer ETF July position peaked at $3.17M in Q2 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.