WealthPLAN Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

WealthPLAN Partners’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 Q1	$553K	Buy	12,024 +1,574	+15%	+$73.3K	0.11%	154
2025 Q4	$485K	Buy	+10,450	New	+$480K	0.07%	186
2024 Q1	–	Sell	-70,433	Closed	-$2.55M	–	337
2023 Q4	$2.55M	Buy	70,433 +11,206	+19%	+$388K	0.26%	100
2023 Q3	$2M	Buy	59,227 +38,752	+189%	+$1.33M	0.23%	101
2023 Q2	$701K	Sell	20,475 -41,785	-67%	-$1.35M	0.1%	158
2023 Q1	$1.97M	Sell	62,260 -110,826	-64%	-$3.43M	0.22%	94
2022 Q4	$5.47M	Buy	+173,086	New	+$5.19M	0.38%	68
2022 Q1	$6.22M	Buy	211,339 +92,496	+78%	+$2.8M	0.43%	67
2021 Q4	$3.61M	Sell	118,843 -16,935	-12%	-$515K	0.24%	86
2021 Q3	$4.14M	Buy	135,778 +100,005	+280%	+$2.99M	0.28%	80
2021 Q2	$1.07M	Buy	+35,773	New	+$1.06M	0.08%	147
2021 Q1	–	Sell	-43,575	Closed	-$1.26M	–	346
2020 Q4	$1.26M	Hold	43,575	–	–	0.11%	122
2020 Q3	$1.23M	Hold	43,575	–	–	0.12%	113
2020 Q2	$1.21M	Buy	43,575 +3,400	+8%	+$88.1K	0.13%	109
2020 Q1	$1.03M	Hold	40,175	–	–	0.13%	103
2019 Q4	$1.09M	Hold	40,175	–	–	0.13%	101
2019 Q3	$1.06M	Hold	40,175	–	–	0.15%	103
2019 Q2	$1.03M	Hold	40,175	–	–	0.16%	102
2019 Q1	$1.02M	Hold	40,175	–	–	0.16%	101
2018 Q4	$1.01M	Buy	+40,175	New	+$993K	0.16%	98

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthPLAN Partners's PJUL Position: Q1 2026 in Review

WealthPLAN Partners increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 15% in Q1 2026, buying an estimated $73.3K and bringing the position to 12,024 shares worth $553K. The position accounts for 0.11% of the portfolio, ranked #154.

WealthPLAN Partners first reported a position in PJUL in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.22M in Q1 2022. 269 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

WealthPLAN Partners held 12,024 shares of Innovator US Equity Power Buffer ETF July worth $553K as of Q1 2026.
WealthPLAN Partners bought 1,574 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $73.3K.
Innovator US Equity Power Buffer ETF July made up 0.11% of WealthPLAN Partners's portfolio in Q1 2026, its #154 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2018 and has held it in 20 quarters since.
WealthPLAN Partners's Innovator US Equity Power Buffer ETF July position peaked at $6.22M in Q1 2022.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.