Triad Wealth Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.54M Buy
142,284
+28,300
+25% +$1.32M 0.52% 42
2025
Q4
$5.29M Buy
113,984
+18,475
+19% +$848K 0.5% 46
2025
Q3
$4.36M Buy
95,509
+41,531
+77% +$1.86M 0.56% 38
2025
Q2
$2.37M Buy
53,978
+25,492
+89% +$1.04M 0.48% 45
2025
Q1
$1.14M Buy
28,486
+11,452
+67% +$473K 0.36% 50
2024
Q4
$701K Buy
+17,034
New +$698K 0.25% 67
2024
Q3
Sell
-3,388
Closed -$132K 670
2024
Q2
$132K Buy
+3,388
New +$130K 0.07% 128

Other funds holding PJUL