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

WPWealth’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 Q1	–	Sell	-41,000	Closed	-$1.9M	–	100
2025 Q4	$1.9M	Sell	41,000 -41	-0.1%	-$1.88K	0.3%	27
2025 Q3	$1.87M	Sell	41,041 -5	-0%	-$223	0.31%	27
2025 Q2	$1.8M	Buy	41,046 +23,443	+133%	+$961K	0.32%	27
2025 Q1	$707K	Hold	17,603	–	–	0.14%	45
2024 Q4	$725K	Sell	17,603 -12,345	-41%	-$506K	0.15%	45
2024 Q3	$1.21M	Buy	29,948 +2,123	+8%	+$83.6K	0.25%	28
2024 Q2	$1.08M	Buy	+27,825	New	+$1.06M	0.26%	26
2024 Q1	–	Sell	-16,034	Closed	-$580K	–	66
2023 Q4	$580K	Hold	16,034	–	–	0.18%	34
2023 Q3	$540K	Sell	16,034 -18,314	-53%	-$629K	0.21%	33
2023 Q2	$1.18M	Buy	+34,348	New	+$1.11M	0.5%	23
2023 Q1	–	Sell	-7,156	Closed	-$216K	–	48
2022 Q4	$216K	Buy	+7,156	New	+$214K	0.11%	36

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

WPWealth's PJUL Position: Q1 2026 in Review

WPWealth sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q1 2026, closing a stake of 41,000 shares — an estimated $1.9M sold.

WPWealth first reported a position in PJUL in Q4 2022 and held it in 11 quarters. The position peaked at $1.9M in Q4 2025. 270 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

WPWealth reported no remaining Innovator US Equity Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
WPWealth sold 41,000 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $1.9M.
WPWealth first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 11 quarters.
WPWealth's Innovator US Equity Power Buffer ETF July position peaked at $1.9M in Q4 2025.
270 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

Based on WPWealth's 13F filing for Q1 2026, filed 12 May 2026.