Wealth Enhancement Advisory Services
PJUL icon

Wealth Enhancement Advisory Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.91M Buy
132,344
+53,177
+67% +$2.56M 0.01% 911
2026
Q1 		$3.39M Sell
79,167
-459,668
-85% -$21.4M 0.01% 1107
2025
Q4 		$25.1M Sell
538,835
-84,537
-14% -$3.88M 0.03% 411
2025
Q3 		$28.4M Buy
623,372
+21,037
+3% +$940K 0.04% 356
2025
Q2 		$26.5M Buy
602,335
+462,065
+329% +$18.9M 0.04% 347
2025
Q1 		$5.64M Sell
140,270
-178,782
-56% -$7.38M 0.01% 788
2024
Q4 		$13.1M Sell
319,052
-30,343
-9% -$1.24M 0.03% 488
2024
Q3 		$14.1M Buy
349,395
+219,272
+169% +$8.64M 0.03% 430
2024
Q2 		$5.06M Sell
130,123
-610,204
-82% -$23.3M 0.01% 687
2024
Q1 		$28.1M Sell
740,327
-10,157
-1% -$377K 0.07% 254
2023
Q4 		$27.2M Sell
750,484
-43,355
-5% -$1.5M 0.08% 237
2023
Q3 		$26.8M Buy
+793,839
New +$27.3M 0.09% 222

Other funds holding PJUL

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's PJUL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 67% in Q2 2026, buying an estimated $2.56M and bringing the position to 132,344 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #911.

Wealth Enhancement Advisory Services first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.4M in Q3 2025. 43 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 132,344 shares of Innovator US Equity Power Buffer ETF July worth $5.91M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 53,177 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $2.56M.
  • Innovator US Equity Power Buffer ETF July made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #911 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Innovator US Equity Power Buffer ETF July position peaked at $28.4M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.