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Summit Financial’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Summit Financial’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 		– Sell
-8,809
Closed -$405K – 1617
2026
Q1 		$405K Buy
+8,809
New +$410K 0.01% 1065

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Financial's PJUL Position: Q2 2026 in Review

Summit Financial sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 8,809 shares — an estimated $405K sold.

Summit Financial first reported a position in PJUL in Q1 2026 and held it in 1 quarter. The position peaked at $405K in Q1 2026. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Summit Financial reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 8,809 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $405K.
  • Summit Financial first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2026 and held it in 1 quarter.
  • Summit Financial's Innovator US Equity Power Buffer ETF July position peaked at $405K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.