Advisory Services Network’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Advisory Services Network’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	$120K	Buy	+3,747	New	+$121K	﹤0.01%	2093
2025 Q4	–	Sell	-3,747	Closed	-$116K	–	3153
2025 Q3	$116K	Buy	+3,747	New	+$113K	﹤0.01%	1988
2024 Q1	–	Sell	-2,000	Closed	-$54.2K	–	2639
2023 Q4	$54.2K	Buy	+2,000	New	+$50.5K	﹤0.01%	1971
2023 Q2	–	Sell	-2,000	Closed	-$49.5K	–	2620
2023 Q1	$49.5K	Hold	2,000	–	–	﹤0.01%	2020
2022 Q4	$48.5K	Buy	+2,000	New	+$48.4K	﹤0.01%	1989

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

Advisory Services Network's KJUL Position: Q1 2026 in Review

Advisory Services Network opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2026: 3,747 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #2093 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in KJUL as recently as Q3 2025.

Advisory Services Network first reported a position in KJUL in Q4 2022 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Advisory Services Network held 3,747 shares of Innovator US Small Cap Power Buffer ETF July worth $120K as of Q1 2026.
Innovator US Small Cap Power Buffer ETF July was a new Advisory Services Network position in Q1 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2093 holding.
Advisory Services Network first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.