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 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

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

AE Wealth Management's KJUL Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 5% in Q1 2026, selling an estimated $9.09K and leaving 5,373 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

AE Wealth Management first reported a position in KJUL in Q3 2023 and has held it in 7 quarters since. The position peaked at $582K in Q3 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

AE Wealth Management held 5,373 shares of Innovator US Small Cap Power Buffer ETF July worth $172K as of Q1 2026.
AE Wealth Management sold 282 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $9.09K.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1646 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 7 quarters since.
AE Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $582K in Q3 2023.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.