Todd Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Todd Wealth 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
2026 Q3	$822K	Sell	16,536 -2,432	-13%	-$120K	0.63%	39
2026 Q2	$926K	Hold	18,968	–	–	0.7%	35
2026 Q1	$872K	Hold	18,968	–	–	0.79%	34
2025 Q4	$881K	Buy	+18,968	New	+$870K	0.8%	35

Other funds holding PJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Todd Wealth Management's PJUL Position: Q3 2026 in Review

Todd Wealth Management reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 13% in Q3 2026, selling an estimated $120K and leaving 16,536 shares worth $822K. The position accounts for 0.63% of the portfolio, ranked #39.

Todd Wealth Management first reported a position in PJUL in Q4 2025 and has held it in 4 quarters since. The position peaked at $926K in Q2 2026. 114 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Todd Wealth Management held 16,536 shares of Innovator US Equity Power Buffer ETF July worth $822K as of Q3 2026.
Todd Wealth Management sold 2,432 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $120K.
Innovator US Equity Power Buffer ETF July made up 0.63% of Todd Wealth Management's portfolio in Q3 2026, its #39 holding.
Todd Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $926K in Q2 2026.
114 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.