Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Visionary Wealth Advisors’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	$269K	Buy	5,521 +204	+4%	+$9.81K	0.01%	578
2026 Q1	$244K	Hold	5,317	–	–	0.01%	562
2025 Q4	$247K	Sell	5,317 -1,449	-21%	-$66.5K	0.01%	545
2025 Q3	$309K	Hold	6,766	–	–	0.01%	485
2025 Q2	$297K	Sell	6,766 -1,420	-17%	-$58.2K	0.02%	460
2025 Q1	$329K	Sell	8,186 -4,239	-34%	-$175K	0.02%	416
2024 Q4	$512K	Sell	12,425 -173	-1%	-$7.09K	0.03%	347
2024 Q3	$510K	Buy	12,598 +310	+3%	+$12.2K	0.03%	342
2024 Q2	$477K	Hold	12,288	–	–	0.03%	328
2024 Q1	$467K	Sell	12,288 -871	-7%	-$32.3K	0.03%	332
2023 Q4	$476K	Hold	13,159	–	–	0.04%	323
2023 Q3	$443K	Buy	13,159 +3,324	+34%	+$114K	0.04%	318
2023 Q2	$337K	Hold	9,835	–	–	0.03%	349
2023 Q1	$311K	Hold	9,835	–	–	0.03%	351
2022 Q4	$297K	Hold	9,835	–	–	0.03%	321
2022 Q3	$281K	Buy	+9,835	New	+$297K	0.03%	311

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

Visionary Wealth Advisors's PJUL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.8% in Q2 2026, buying an estimated $9.81K and bringing the position to 5,521 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #578.

Visionary Wealth Advisors first reported a position in PJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $512K in Q4 2024. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Visionary Wealth Advisors held 5,521 shares of Innovator US Equity Power Buffer ETF July worth $269K as of Q2 2026.
Visionary Wealth Advisors bought 204 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $9.81K.
Innovator US Equity Power Buffer ETF July made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #578 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $512K in Q4 2024.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.