Welch Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Welch Financial Planning’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	$882K	Sell	18,062 -160	-0.9%	-$7.69K	0.51%	33
2026 Q1	$838K	Sell	18,222 -894	-5%	-$41.6K	0.6%	25
2025 Q4	$888K	Buy	+19,116	New	+$877K	0.65%	26

Other funds holding PJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Welch Financial Planning's PJUL Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 0.88% in Q2 2026, selling an estimated $7.69K and leaving 18,062 shares worth $882K. The position accounts for 0.51% of the portfolio, ranked #33.

Welch Financial Planning first reported a position in PJUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $888K in Q4 2025. 151 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Welch Financial Planning held 18,062 shares of Innovator US Equity Power Buffer ETF July worth $882K as of Q2 2026.
Welch Financial Planning sold 160 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $7.69K.
Innovator US Equity Power Buffer ETF July made up 0.51% of Welch Financial Planning's portfolio in Q2 2026, its #33 holding.
Welch Financial Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
Welch Financial Planning's Innovator US Equity Power Buffer ETF July position peaked at $888K in Q4 2025.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.