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Thompson Investment Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Thompson Investment Management’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
Q2 		– Sell
-4,437
Closed -$178K – 497
2025
Q1 		$178K Hold
4,437
– – 0.03% 181
2024
Q4 		$183K Buy
+4,437
New +$182K 0.03% 186

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Wealth Enhancement Advisory Services
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Janney Montgomery Scott
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Raymond James Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thompson Investment Management's PJUL Position: Q2 2025 in Review

Thompson Investment Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2025, closing a stake of 4,437 shares — an estimated $178K sold.

Thompson Investment Management first reported a position in PJUL in Q4 2024 and held it in 2 quarters. The position peaked at $183K in Q4 2024. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

  • Thompson Investment Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Thompson Investment Management sold 4,437 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $178K.
  • Thompson Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • Thompson Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $183K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on Thompson Investment Management's 13F filing for Q2 2025, filed 24 Jul 2025.