Weaver Consulting Group
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Weaver Consulting Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Weaver Consulting Group’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 		$5.63M Buy
113,406
+1,813
+2% +$89.5K 1.1% 23
2026
Q2 		$5.45M Sell
111,593
-4,216
-4% -$203K 1.12% 22
2026
Q1 		$5.32M Buy
115,809
+2,203
+2% +$103K 1.27% 16
2025
Q4 		$5.27M Sell
113,606
-772
-0.7% -$35.4K 1.29% 16
2025
Q3 		$5.22M Buy
114,378
+6,280
+6% +$281K 1.33% 15
2025
Q2 		$4.74M Sell
108,098
-2,327
-2% -$95.4K 1.31% 15
2025
Q1 		$4.44M Sell
110,425
-1,655
-1% -$68.3K 1.34% 15
2024
Q4 		$4.61M Sell
112,080
-9,650
-8% -$395K 1.42% 15
2024
Q3 		$4.93M Buy
121,730
+2,393
+2% +$94.3K 1.57% 14
2024
Q2 		$4.64M Sell
119,337
-2,631
-2% -$101K 1.62% 14
2024
Q1 		$4.63M Sell
121,968
-2,029
-2% -$75.2K 1.71% 12
2023
Q4 		$4.49M Buy
123,997
+39,886
+47% +$1.38M 1.82% 12
2023
Q3 		$2.83M Buy
84,111
+14,565
+21% +$500K 1.28% 19
2023
Q2 		$2.38M Buy
+69,546
New +$2.25M 1.05% 24
2023
Q1 		– Sell
-40,377
Closed -$1.22M – 189
2022
Q4 		$1.22M Sell
40,377
-5,990
-13% -$179K 0.62% 35
2022
Q3 		$1.33M Buy
46,367
+34,827
+302% +$1.05M 0.76% 31
2022
Q2 		$339K Buy
+11,540
New +$342K 0.19% 106
2021
Q1 		– Sell
-27,774
Closed -$799K – 144
2020
Q4 		$799K Sell
27,774
-9,028
-25% -$255K 0.5% 40
2020
Q3 		$1.02M Sell
36,802
-16,666
-31% -$458K 0.59% 35
2020
Q2 		$1.43M Sell
53,468
-40,465
-43% -$1.05M 0.83% 25
2020
Q1 		$2.25M Sell
93,933
-5,603
-6% -$145K 1.47% 13
2019
Q4 		$2.6M Buy
99,536
+1,052
+1% +$27.8K 1.39% 16
2019
Q3 		$2.58M Buy
98,484
+35,938
+57% +$932K 1.36% 16
2019
Q2 		$1.61M Sell
62,546
-197
-0.3% -$5.04K 0.88% 27
2019
Q1 		$1.6M Buy
+62,743
New +$1.56M 0.45% 42

Other funds holding PJUL

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Weaver Consulting Group's PJUL Position: Q3 2026 in Review

Weaver Consulting Group increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 1.6% in Q3 2026, buying an estimated $89.5K and bringing the position to 113,406 shares worth $5.63M. The position accounts for 1.1% of the portfolio, ranked #23.

Weaver Consulting Group first reported a position in PJUL in Q1 2019 and has held it in 25 quarters since. 78 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

  • Weaver Consulting Group held 113,406 shares of Innovator US Equity Power Buffer ETF July worth $5.63M as of Q3 2026.
  • Weaver Consulting Group bought 1,813 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $89.5K.
  • Innovator US Equity Power Buffer ETF July made up 1.1% of Weaver Consulting Group's portfolio in Q3 2026, its #23 holding.
  • Weaver Consulting Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2019 and has held it in 25 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.