Annis Gardner Whiting Capital Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-5,135	Closed	-$164K	–	834
2026 Q1	$164K	Hold	5,135	–	–	0.03%	335
2025 Q4	$163K	Hold	5,135	–	–	0.03%	318
2025 Q3	$159K	Buy	+5,135	New	+$155K	0.03%	299

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

Annis Gardner Whiting Capital Advisors's KJUL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026, closing a stake of 5,135 shares — an estimated $164K sold.

Annis Gardner Whiting Capital Advisors first reported a position in KJUL in Q3 2025 and held it in 3 quarters. The position peaked at $164K in Q1 2026. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 5,135 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $164K.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $164K in Q1 2026.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.