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 Q3	$655K	Buy	13,181 +1,130	+9%	+$55.8K	0.12%	137
2026 Q2	$588K	Buy	12,051 +27	+0.2%	+$1.3K	0.11%	147
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	$1.04M	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WealthPLAN Partners's PJUL Position: Q3 2026 in Review

WealthPLAN Partners increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 9.4% in Q3 2026, buying an estimated $55.8K and bringing the position to 13,181 shares worth $655K. The position accounts for 0.12% of the portfolio, ranked #137.

WealthPLAN Partners first reported a position in PJUL in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.22M in Q1 2022. 59 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

WealthPLAN Partners held 13,181 shares of Innovator US Equity Power Buffer ETF July worth $655K as of Q3 2026.
WealthPLAN Partners bought 1,130 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $55.8K.
Innovator US Equity Power Buffer ETF July made up 0.12% of WealthPLAN Partners's portfolio in Q3 2026, its #137 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2018 and has held it in 22 quarters since.
WealthPLAN Partners's Innovator US Equity Power Buffer ETF July position peaked at $6.22M in Q1 2022.
59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.