Advisor OS’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Advisor OS’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 Q1	$296K	Buy	+9,226	New	+$298K	0.02%	429

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advisor OS's KJUL Position: Q1 2026 in Review

Advisor OS opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2026: 9,226 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Advisor OS held 9,226 shares of Innovator US Small Cap Power Buffer ETF July worth $296K as of Q1 2026.
Innovator US Small Cap Power Buffer ETF July was a new Advisor OS position in Q1 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.02% of Advisor OS's portfolio in Q1 2026, its #429 holding.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.