WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

WealthPlan Investment Management’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	$1.42M	Buy	29,169 +875	+3%	+$42.1K	0.07%	195
2026 Q1	$1.3M	Buy	28,294 +4,713	+20%	+$219K	0.07%	192
2025 Q4	$1.09M	Buy	+23,581	New	+$1.08M	0.07%	191
2024 Q1	–	Sell	-136,270	Closed	-$4.93M	–	197
2023 Q4	$4.93M	Buy	136,270 +20,003	+17%	+$693K	0.79%	53
2023 Q3	$3.92M	Buy	116,267 +16,059	+16%	+$552K	0.69%	54
2023 Q2	$3.43M	Sell	100,208 -23,039	-19%	-$746K	1.02%	41
2023 Q1	$3.9M	Sell	123,247 -49,839	-29%	-$1.54M	0.67%	54
2022 Q4	$5.47M	Buy	173,086 +1,420	+0.8%	+$42.5K	0.38%	68
2022 Q3	$5.23M	Buy	+171,666	New	+$5.18M	0.38%	66
2022 Q1	$6.22M	Buy	+211,339	New	+$6.4M	0.43%	67

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

WealthPlan Investment Management's PJUL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 3.1% in Q2 2026, buying an estimated $42.1K and bringing the position to 29,169 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #195.

WealthPlan Investment Management first reported a position in PJUL in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.22M in Q1 2022. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

WealthPlan Investment Management held 29,169 shares of Innovator US Equity Power Buffer ETF July worth $1.42M as of Q2 2026.
WealthPlan Investment Management bought 875 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $42.1K.
Innovator US Equity Power Buffer ETF July made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #195 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF July position peaked at $6.22M in Q1 2022.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.