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Whipplewood Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Whipplewood Advisors’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 		– Sell
-893
Closed -$41K – 940
2026
Q1 		$41K Hold
893
– – 0.02% 291
2025
Q4 		$41.5K Hold
893
– – 0.03% 212
2025
Q3 		$40.7K Hold
893
– – 0.03% 211
2025
Q2 		$39.2K Sell
893
-29,154
-97% -$1.19M 0.02% 362
2025
Q1 		$35.9K Buy
30,047
+29,154
+3,265% +$1.2M 0.02% 357
2024
Q4 		$36.8K Buy
+893
New +$36.6K 0.02% 354

Other funds holding PJUL

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whipplewood Advisors's PJUL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 893 shares — an estimated $41K sold.

Whipplewood Advisors first reported a position in PJUL in Q4 2024 and held it in 6 quarters. The position peaked at $41.5K in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 893 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $41K.
  • Whipplewood Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Innovator US Equity Power Buffer ETF July position peaked at $41.5K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.