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 Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

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 Springfield, Missouri $6.09B AUM 14.51% 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

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. 80 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.
80 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.