Sunbelt Securities’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Sunbelt Securities’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	$25K	Hold	543	–	–	﹤0.01%	1229
2025 Q4	$25.2K	Buy	543 +198	+57%	+$9.09K	﹤0.01%	1189
2025 Q3	$15.7K	Hold	345	–	–	﹤0.01%	1331
2025 Q2	$14.2K	Hold	345	–	–	﹤0.01%	1232
2025 Q1	$13.9K	Hold	345	–	–	﹤0.01%	1200
2024 Q4	$14.2K	Hold	345	–	–	﹤0.01%	1234
2024 Q3	$14K	Hold	345	–	–	﹤0.01%	1233
2024 Q2	$13.4K	Hold	345	–	–	﹤0.01%	1203
2024 Q1	$13.1K	Hold	345	–	–	﹤0.01%	1182
2023 Q4	$12.5K	Hold	345	–	–	﹤0.01%	1130
2023 Q3	$11.6K	Hold	345	–	–	﹤0.01%	1118
2023 Q2	$11.8K	Sell	345 -1,035	-75%	-$33.5K	﹤0.01%	1136
2023 Q1	$43.2K	Buy	+1,380	New	+$42.8K	0.01%	787

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sunbelt Securities's PJUL Position: Q1 2026 in Review

Sunbelt Securities held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q1 2026 at 543 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Sunbelt Securities first reported a position in PJUL in Q1 2023 and has held it in 13 quarters since. The position peaked at $43.2K in Q1 2023. 270 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

Sunbelt Securities held 543 shares of Innovator US Equity Power Buffer ETF July worth $25K as of Q1 2026.
Sunbelt Securities left its Innovator US Equity Power Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1229 holding.
Sunbelt Securities first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Innovator US Equity Power Buffer ETF July position peaked at $43.2K in Q1 2023.
270 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.