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

Tradition 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
Q1 		$393K Sell
8,556
-577
-6% -$26.9K 0.03% 335
2025
Q4 		$424K Hold
9,133
– – 0.03% 310
2025
Q3 		$416K Buy
9,133
+1,663
+22% +$74.3K 0.03% 319
2025
Q2 		$328K Sell
7,470
-178
-2% -$7.29K 0.03% 331
2025
Q1 		$307K Hold
7,648
– – 0.03% 327
2024
Q4 		$315K Sell
7,648
-400
-5% -$16.4K 0.03% 316
2024
Q3 		$326K Buy
8,048
+573
+8% +$22.6K 0.03% 311
2024
Q2 		$290K Hold
7,475
– – 0.03% 317
2024
Q1 		$284K Buy
+7,475
New +$277K 0.03% 311
2021
Q3 		– Sell
-4,179
Closed -$124K – 1203
2021
Q2 		$124K Sell
4,179
-27,817
-87% -$821K 0.02% 355
2021
Q1 		$938K Sell
31,996
-7,791
-20% -$226K 0.16% 109
2020
Q4 		$1.14M Buy
+39,787
New +$1.13M 0.22% 93

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return