UBS Group
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UBS Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

UBS Group’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 		$13.5K Buy
+277
New +$13.3K ﹤0.01% 8384
2026
Q1 		– Sell
-1,179
Closed -$54.7K – 11006
2025
Q4 		$54.7K Sell
1,179
-1,807
-61% -$82.9K ﹤0.01% 7178
2025
Q3 		$136K Buy
+2,986
New +$133K ﹤0.01% 6912
2025
Q2 		– Sell
-9,948
Closed -$400K – 10705
2025
Q1 		$400K Buy
9,948
+8,856
+811% +$365K ﹤0.01% 6029
2024
Q4 		$45K Buy
+1,092
New +$44.7K ﹤0.01% 7367
2024
Q2 		– Sell
-1,301
Closed -$49.4K – 9957
2024
Q1 		$49.4K Buy
1,301
+677
+108% +$25.1K ﹤0.01% 6512
2023
Q4 		$22.6K Sell
624
-27
-4% -$935 ﹤0.01% 7034
2023
Q3 		$21.9K Buy
+651
New +$22.4K ﹤0.01% 6760
2023
Q2 		– Sell
-3,947
Closed -$125K – 9466
2023
Q1 		$125K Buy
+3,947
New +$122K ﹤0.01% 5750
2022
Q3 		– Sell
-599
Closed -$18K – 10783
2022
Q2 		$18K Sell
599
-2,409
-80% -$71.4K ﹤0.01% 7024
2022
Q1 		$92K Buy
3,008
+1,932
+180% +$58.6K ﹤0.01% 5985
2021
Q4 		$33K Sell
1,076
-175
-14% -$5.32K ﹤0.01% 7303
2021
Q3 		$37K Buy
+1,251
New +$37.4K ﹤0.01% 6574
2021
Q2 		– Sell
-1,881
Closed -$55K – 9706
2021
Q1 		$55K Sell
1,881
-1,911
-50% -$55.4K ﹤0.01% 6449
2020
Q4 		$109K Buy
3,792
+1,670
+79% +$47.2K ﹤0.01% 5633
2020
Q3 		$58K Buy
2,122
+1,932
+1,017% +$53.1K ﹤0.01% 5541
2020
Q2 		$5K Sell
190
-1,728
-90% -$44.8K ﹤0.01% 7382
2020
Q1 		$46K Sell
1,918
-2
-0.1% -$52 ﹤0.01% 5898
2019
Q4 		$51K Buy
+1,920
New +$50.7K ﹤0.01% 6342

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group's PJUL Position: Q2 2026 in Review

UBS Group opened a new position in Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026: 277 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #8384 among its holdings. This is a return to the name: UBS Group previously reported a position in PJUL as recently as Q4 2025.

UBS Group first reported a position in PJUL in Q4 2019 and has held it in 19 quarters since. The position peaked at $400K in Q1 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • UBS Group held 277 shares of Innovator US Equity Power Buffer ETF July worth $13.5K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF July was a new UBS Group position in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8384 holding.
  • UBS Group first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2019 and has held it in 19 quarters since.
  • UBS Group's Innovator US Equity Power Buffer ETF July position peaked at $400K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.