Action Point Financial Planning’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Action Point Financial Planning’s Portfolio KJUL Stock Details KJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.8K	Buy	+2,584	New	+$86.5K	0.01%	641

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Action Point Financial Planning's KJUL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026: 2,584 shares worth $87.8K. The stake represents 0.01% of the portfolio and ranks #641 among its holdings.

79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Action Point Financial Planning held 2,584 shares of Innovator US Small Cap Power Buffer ETF July worth $87.8K as of Q2 2026.
Innovator US Small Cap Power Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #641 holding.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.