AE Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

AE Wealth Management’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	$183K	Hold	5,373	–	–	﹤0.01%	1750
2026 Q1	$172K	Sell	5,373 -282	-5%	-$9.09K	﹤0.01%	1646
2025 Q4	$179K	Hold	5,655	–	–	﹤0.01%	1546
2025 Q3	$175K	Buy	5,655 +5,155	+1,031%	+$155K	﹤0.01%	1433
2025 Q2	$14.6K	Hold	500	–	–	﹤0.01%	1822
2025 Q1	$14K	Sell	500 -200	-29%	-$5.85K	﹤0.01%	1805
2024 Q4	$20.6K	Buy	+700	New	+$20.7K	﹤0.01%	1729
2023 Q4	–	Sell	-23,280	Closed	-$582K	–	2118
2023 Q3	$582K	Buy	+23,280	New	+$600K	﹤0.01%	1299

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

AE Wealth Management's KJUL Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 5,373 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

AE Wealth Management first reported a position in KJUL in Q3 2023 and has held it in 8 quarters since. The position peaked at $582K in Q3 2023. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

AE Wealth Management held 5,373 shares of Innovator US Small Cap Power Buffer ETF July worth $183K as of Q2 2026.
AE Wealth Management left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1750 holding.
AE Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $582K in Q3 2023.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.