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Stratos Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Stratos 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
2026
Q1 		$1.17M Sell
25,439
-696
-3% -$32.4K 0.07% 251
2025
Q4 		$1.21M Sell
26,135
-3,059
-10% -$140K 0.06% 288
2025
Q3 		$1.33M Buy
29,194
+20,902
+252% +$934K 0.06% 279
2025
Q2 		$364K Sell
8,292
-56
-0.7% -$2.29K 0.02% 505
2025
Q1 		$336K Sell
8,348
-86,100
-91% -$3.55M 0.02% 526
2024
Q4 		$3.89M Sell
94,448
-559
-0.6% -$22.9K 0.19% 122
2024
Q3 		$3.85M Buy
+95,007
New +$3.74M 0.18% 127
2024
Q1 		– Sell
-9,758
Closed -$353K – 714
2023
Q4 		$353K Sell
9,758
-1,870
-16% -$64.8K 0.02% 525
2023
Q3 		$392K Sell
11,628
-7,504
-39% -$258K 0.03% 468
2023
Q2 		$655K Sell
19,132
-2,893
-13% -$93.7K 0.05% 378
2023
Q1 		$697K Sell
22,025
-15,771
-42% -$489K 0.05% 360
2022
Q4 		$1.14M Sell
37,796
-14,382
-28% -$431K 0.1% 264
2022
Q3 		$1.49M Sell
52,178
-8,937
-15% -$270K 0.16% 184
2022
Q2 		$1.8M Buy
61,115
+5,088
+9% +$151K 0.16% 161
2022
Q1 		$1.72M Sell
56,027
-3,034
-5% -$91.9K 0.14% 184
2021
Q4 		$1.82M Buy
59,061
+5,805
+11% +$176K 0.13% 199
2021
Q3 		$1.58M Buy
53,256
+24,698
+86% +$739K 0.14% 195
2021
Q2 		$846K Buy
28,558
+1,428
+5% +$42.1K 0.07% 266
2021
Q1 		$796K Buy
27,130
+763
+3% +$22.1K 0.08% 246
2020
Q4 		$758K Buy
26,367
+9,040
+52% +$256K 0.1% 195
2020
Q3 		$479K Buy
+17,327
New +$476K 0.12% 186

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stratos Wealth Advisors's PJUL Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 2.7% in Q1 2026, selling an estimated $32.4K and leaving 25,439 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #251.

Stratos Wealth Advisors first reported a position in PJUL in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.89M in Q4 2024. 269 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

  • Stratos Wealth Advisors held 25,439 shares of Innovator US Equity Power Buffer ETF July worth $1.17M as of Q1 2026.
  • Stratos Wealth Advisors sold 696 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $32.4K.
  • Innovator US Equity Power Buffer ETF July made up 0.07% of Stratos Wealth Advisors's portfolio in Q1 2026, its #251 holding.
  • Stratos Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $3.89M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.