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Allworth Financial’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Allworth Financial’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 		$30.5M Buy
950,770
+943,606
+13,171% +$30.4M 0.12% 108
2025
Q4 		$227K Buy
7,164
+629
+10% +$19.7K ﹤0.01% 1285
2025
Q3 		$202K Hold
6,535
– – ﹤0.01% 1297
2025
Q2 		$191K Hold
6,535
– – ﹤0.01% 1202
2025
Q1 		$180K Sell
6,535
-486,150
-99% -$14.2M ﹤0.01% 987
2024
Q4 		$14.8M Buy
492,685
+300,644
+157% +$8.89M 0.08% 130
2024
Q3 		$5.59M Buy
192,041
+183,572
+2,168% +$5.22M 0.03% 198
2024
Q2 		$241K Buy
8,469
+5,960
+238% +$164K ﹤0.01% 755
2024
Q1 		$70.5K Sell
2,509
-296,839
-99% -$8.03M ﹤0.01% 1151
2023
Q4 		$8.11M Sell
299,348
-3,160
-1% -$79.9K 0.06% 134
2023
Q3 		$7.57M Buy
302,508
+132,173
+78% +$3.4M 0.06% 125
2023
Q2 		$4.38M Buy
+170,335
New +$4.2M 0.04% 183

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
PS
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allworth Financial's KJUL Position: Q1 2026 in Review

Allworth Financial increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 13,171% in Q1 2026, buying an estimated $30.4M and bringing the position to 950,770 shares worth $30.5M. The position accounts for 0.12% of the portfolio, ranked #108.

Allworth Financial first reported a position in KJUL in Q2 2023 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Allworth Financial held 950,770 shares of Innovator US Small Cap Power Buffer ETF July worth $30.5M as of Q1 2026.
  • Allworth Financial bought 943,606 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $30.4M.
  • Innovator US Small Cap Power Buffer ETF July made up 0.12% of Allworth Financial's portfolio in Q1 2026, its #108 holding.
  • Allworth Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.