Vishria Bird Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Vishria Bird Financial 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
2025 Q3	$404K	Hold	8,851	–	–	0.08%	77
2025 Q2	$388K	Hold	8,851	–	–	0.13%	72
2025 Q1	$356K	Hold	8,851	–	–	0.12%	65
2024 Q4	$364K	Hold	8,851	–	–	0.13%	64
2024 Q3	$358K	Hold	8,851	–	–	0.14%	64
2024 Q2	$344K	Hold	8,851	–	–	0.14%	54
2024 Q1	$336K	Hold	8,851	–	–	0.14%	52
2023 Q4	$320K	Hold	8,851	–	–	0.15%	48
2023 Q3	$298K	Hold	8,851	–	–	0.17%	45
2023 Q2	$303K	Hold	8,851	–	–	0.18%	44
2023 Q1	$280K	Hold	8,851	–	–	0.18%	44
2022 Q4	$267K	Hold	8,851	–	–	0.19%	49
2022 Q3	$253K	Hold	8,851	–	–	0.17%	47
2022 Q2	$260K	Hold	8,851	–	–	0.17%	46
2022 Q1	$272K	Hold	8,851	–	–	0.15%	50
2021 Q4	$273K	Sell	8,851 -3,205	-27%	-$97.4K	0.13%	59
2021 Q3	$359K	Buy	+12,056	New	+$361K	0.19%	45

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vishria Bird Financial Group's PJUL Position: Q3 2025 in Review

Vishria Bird Financial Group held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q3 2025 at 8,851 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #77.

Vishria Bird Financial Group first reported a position in PJUL in Q3 2021 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold PJUL as of Q3 2025.

Vishria Bird Financial Group held 8,851 shares of Innovator US Equity Power Buffer ETF July worth $404K as of Q3 2025.
Vishria Bird Financial Group left its Innovator US Equity Power Buffer ETF July share count unchanged in Q3 2025.
Innovator US Equity Power Buffer ETF July made up 0.08% of Vishria Bird Financial Group's portfolio in Q3 2025, its #77 holding.
Vishria Bird Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and has held it in 17 quarters since.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.