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Yarger Wealth Strategies’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Yarger Wealth Strategies’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 		$349K Sell
7,110
-1,711
-19% -$82.2K 0.13% 99
2026
Q1 		$405K Sell
8,821
-379
-4% -$17.6K 0.16% 87
2025
Q4 		$427K Sell
9,200
-250
-3% -$11.5K 0.18% 74
2025
Q3 		$431K Sell
9,450
-797
-8% -$35.6K 0.2% 76
2025
Q2 		$449K Sell
10,247
-2,256
-18% -$92.5K 0.23% 63
2025
Q1 		$502K Hold
12,503
– – 0.29% 53
2024
Q4 		$515K Sell
12,503
-2,550
-17% -$104K 0.3% 53
2024
Q3 		$609K Buy
15,053
+5,014
+50% +$198K 0.34% 44
2024
Q2 		$390K Buy
10,039
+657
+7% +$25.1K 0.23% 59
2024
Q1 		$356K Sell
9,382
-2,438
-21% -$90.4K 0.24% 58
2023
Q4 		$428K Buy
11,820
+577
+5% +$20K 0.35% 44
2023
Q3 		$379K Buy
+11,243
New +$386K 0.32% 44

Other funds holding PJUL

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Yarger Wealth Strategies's PJUL Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 19% in Q2 2026, selling an estimated $82.2K and leaving 7,110 shares worth $349K. The position accounts for 0.13% of the portfolio, ranked #99.

Yarger Wealth Strategies first reported a position in PJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $609K in Q3 2024. 43 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Yarger Wealth Strategies held 7,110 shares of Innovator US Equity Power Buffer ETF July worth $349K as of Q2 2026.
  • Yarger Wealth Strategies sold 1,711 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $82.2K.
  • Innovator US Equity Power Buffer ETF July made up 0.13% of Yarger Wealth Strategies's portfolio in Q2 2026, its #99 holding.
  • Yarger Wealth Strategies first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
  • Yarger Wealth Strategies's Innovator US Equity Power Buffer ETF July position peaked at $609K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.