James T. Borello RIA’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

James T. Borello RIA’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	$2.2M	Buy	44,330 +3,262	+8%	+$161K	0.46%	34
2026 Q2	$2M	Sell	41,068 -1,190	-3%	-$57.2K	0.43%	34
2026 Q1	$1.94M	Sell	42,258 -218	-0.5%	-$10.1K	0.49%	31
2025 Q4	$1.97M	Sell	42,476 -160	-0.4%	-$7.34K	0.51%	32
2025 Q3	$1.94M	Buy	42,636 +1,807	+4%	+$80.7K	0.53%	32
2025 Q2	$1.79M	Buy	40,829 +1,140	+3%	+$46.7K	0.52%	33
2025 Q1	$1.6M	Sell	39,689 -12	-0%	-$495	0.51%	32
2024 Q4	$1.63M	Sell	39,701 -604	-1%	-$24.7K	0.61%	31
2024 Q3	$1.63M	Buy	40,305 +5,831	+17%	+$230K	0.66%	30
2024 Q2	$1.34M	Buy	34,474 +4,550	+15%	+$174K	0.59%	32
2024 Q1	$1.14M	Sell	29,924 -2,679	-8%	-$99.3K	0.52%	32
2023 Q4	$1.18M	Buy	+32,603	New	+$1.13M	0.96%	20

Other funds holding PJUL

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 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

James T. Borello RIA's PJUL Position: Q3 2026 in Review

James T. Borello RIA increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 7.9% in Q3 2026, buying an estimated $161K and bringing the position to 44,330 shares worth $2.2M. The position accounts for 0.46% of the portfolio, ranked #34.

James T. Borello RIA first reported a position in PJUL in Q4 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

James T. Borello RIA held 44,330 shares of Innovator US Equity Power Buffer ETF July worth $2.2M as of Q3 2026.
James T. Borello RIA bought 3,262 Innovator US Equity Power Buffer ETF July shares in Q3 2026, an estimated $161K.
Innovator US Equity Power Buffer ETF July made up 0.46% of James T. Borello RIA's portfolio in Q3 2026, its #34 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.