Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-17,024	Closed	-$776K	–	112
2025 Q3	$776K	Hold	17,024	–	–	0.17%	21
2025 Q2	$747K	Sell	17,024 -125,805	-88%	-$5.16M	0.17%	22
2025 Q1	$5.74M	Hold	142,829	–	–	1.43%	8
2024 Q4	$5.88M	Hold	142,829	–	–	1.46%	7
2024 Q3	$5.78M	Hold	142,829	–	–	1.52%	6
2024 Q2	$5.55M	Sell	142,829 -12,300	-8%	-$471K	1.53%	6
2024 Q1	$5.89M	Hold	155,129	–	–	1.69%	6
2023 Q4	$5.61M	Buy	+155,129	New	+$5.37M	1.64%	7

Other funds holding PJUL

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stuart Chaussee & Associates's PJUL Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 17,024 shares — an estimated $776K sold.

Stuart Chaussee & Associates first reported a position in PJUL in Q4 2023 and held it in 8 quarters. The position peaked at $5.89M in Q1 2024. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 17,024 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $776K.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 8 quarters.
Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF July position peaked at $5.89M in Q1 2024.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.