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

Triad Wealth Partners’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 Q2	$7.38M	Buy	149,663 +7,379	+5%	+$355K	0.43%	38
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	–	669
2024 Q2	$132K	Buy	+3,388	New	+$130K	0.07%	128

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Triad Wealth Partners's PJUL Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 5.2% in Q2 2026, buying an estimated $355K and bringing the position to 149,663 shares worth $7.38M. The position accounts for 0.43% of the portfolio, ranked #38.

Triad Wealth Partners first reported a position in PJUL in Q2 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Triad Wealth Partners held 149,663 shares of Innovator US Equity Power Buffer ETF July worth $7.38M as of Q2 2026.
Triad Wealth Partners bought 7,379 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $355K.
Innovator US Equity Power Buffer ETF July made up 0.43% of Triad Wealth Partners's portfolio in Q2 2026, its #38 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2024 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.