Wagner Wealth Management (South Carolina)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Wagner Wealth Management (South Carolina)’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	$97.6K	Hold	2,000	–	–	0.02%	166
2026 Q1	$91.9K	Hold	2,000	–	–	0.02%	163
2025 Q4	$92.9K	Hold	2,000	–	–	0.02%	159
2025 Q3	$91.2K	Hold	2,000	–	–	0.02%	143
2025 Q2	$87.7K	Hold	2,000	–	–	0.02%	143
2025 Q1	$80.4K	Hold	2,000	–	–	0.02%	134
2024 Q4	$82.3K	Hold	2,000	–	–	0.02%	129
2024 Q3	$81K	Hold	2,000	–	–	0.02%	129
2024 Q2	$77.7K	Hold	2,000	–	–	0.02%	149
2024 Q1	$76K	Hold	2,000	–	–	0.02%	148
2023 Q4	$72.4K	Buy	+2,000	New	+$69.3K	0.02%	147

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 $103B AUM 28.65% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PJUL Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 2,000 shares worth $97.6K. The position accounts for 0.02% of the portfolio, ranked #166.

Wagner Wealth Management (South Carolina) first reported a position in PJUL in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Wagner Wealth Management (South Carolina) held 2,000 shares of Innovator US Equity Power Buffer ETF July worth $97.6K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #166 holding.
Wagner Wealth Management (South Carolina) first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.