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

WealthShield 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 Q2	$182K	Sell	3,733 -771	-17%	-$37.1K	0.03%	238
2026 Q1	$207K	Hold	4,504	–	–	0.02%	340
2025 Q4	$209K	Hold	4,504	–	–	0.02%	335
2025 Q3	$205K	Buy	4,504 +1,892	+72%	+$84.5K	0.02%	337
2025 Q2	$115K	Hold	2,612	–	–	0.01%	366
2025 Q1	$105K	Buy	2,612 +2,271	+666%	+$93.7K	0.01%	366
2024 Q4	$14K	Sell	341 -1,500	-81%	-$61.5K	﹤0.01%	435
2024 Q3	$74.5K	Buy	1,841 +1,500	+440%	+$59.1K	0.01%	368
2024 Q2	$13.2K	Hold	341	–	–	﹤0.01%	416
2024 Q1	$13K	Hold	341	–	–	﹤0.01%	416
2023 Q4	$12.3K	Hold	341	–	–	﹤0.01%	430
2023 Q3	$11.5K	Hold	341	–	–	﹤0.01%	437
2023 Q2	$11.7K	Hold	341	–	–	﹤0.01%	439
2023 Q1	$10.8K	Buy	+341	New	+$10.6K	﹤0.01%	437

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 $104B AUM 28.3% 1-Year Est. Return

WealthShield Partners's PJUL Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 17% in Q2 2026, selling an estimated $37.1K and leaving 3,733 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #238.

WealthShield Partners first reported a position in PJUL in Q1 2023 and has held it in 14 quarters since. The position peaked at $209K in Q4 2025. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

WealthShield Partners held 3,733 shares of Innovator US Equity Power Buffer ETF July worth $182K as of Q2 2026.
WealthShield Partners sold 771 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $37.1K.
Innovator US Equity Power Buffer ETF July made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #238 holding.
WealthShield Partners first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2023 and has held it in 14 quarters since.
WealthShield Partners's Innovator US Equity Power Buffer ETF July position peaked at $209K in Q4 2025.
262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.