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TS Financial Group (TSFG)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

TS Financial Group (TSFG)’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
-17
Closed -$1K – 859
2025
Q1 		$1K Hold
17
– – ﹤0.01% 773
2024
Q4 		$1K Hold
17
– – ﹤0.01% 719
2024
Q3 		$1K Hold
17
– – ﹤0.01% 748
2024
Q2 		$1K Hold
17
– – ﹤0.01% 737
2024
Q1 		$1K Hold
17
– – ﹤0.01% 734
2023
Q4 		$1K Buy
+17
New +$589 ﹤0.01% 837

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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
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Kovitz Investment Group Partners
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TS Financial Group (TSFG)'s PJUL Position: Q2 2025 in Review

TS Financial Group (TSFG) sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2025, closing a stake of 17 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in PJUL in Q4 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2025. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

  • TS Financial Group (TSFG) reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 17 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and held it in 6 quarters.
  • TS Financial Group (TSFG)'s Innovator US Equity Power Buffer ETF July position peaked at $1K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2025, filed 5 Aug 2025.