Wood Tarver Financial Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Wood Tarver Financial 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 Q2	$805K	Hold	16,508	–	–	0.19%	77
2026 Q1	$758K	Sell	16,508 -190	-1%	-$8.84K	0.21%	72
2025 Q4	$775K	Sell	16,698 -2,162	-11%	-$99.2K	0.22%	69
2025 Q3	$860K	Buy	18,860 +4,176	+28%	+$187K	0.25%	60
2025 Q2	$643K	Buy	14,684 +97	+0.7%	+$3.98K	0.19%	71
2025 Q1	$586K	Sell	14,587 -35	-0.2%	-$1.44K	0.19%	70
2024 Q4	$601K	Buy	+14,622	New	+$599K	0.2%	65

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

Wood Tarver Financial Group's PJUL Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 16,508 shares worth $805K. The position accounts for 0.19% of the portfolio, ranked #77.

Wood Tarver Financial Group first reported a position in PJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $860K in Q3 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Wood Tarver Financial Group held 16,508 shares of Innovator US Equity Power Buffer ETF July worth $805K as of Q2 2026.
Wood Tarver Financial Group left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.19% of Wood Tarver Financial Group's portfolio in Q2 2026, its #77 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF July position peaked at $860K in Q3 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.