AGWCA
KJUL icon

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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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

Annis Gardner Whiting Capital Advisors's KJUL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q1 2026 at 5,135 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #335.

Annis Gardner Whiting Capital Advisors first reported a position in KJUL in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 5,135 shares of Innovator US Small Cap Power Buffer ETF July worth $164K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF July made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #335 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.