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

BCGM 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 Q3	$250K	Hold	7,610	–	–	0.05%	171
2026 Q2	$259K	Hold	7,610	–	–	0.05%	161
2026 Q1	$244K	Hold	7,610	–	–	0.06%	167
2025 Q4	$241K	Hold	7,610	–	–	0.06%	164
2025 Q3	$236K	Hold	7,610	–	–	0.06%	163
2025 Q2	$222K	Hold	7,610	–	–	0.06%	155
2025 Q1	$213K	Hold	7,610	–	–	0.07%	150
2024 Q4	$224K	Hold	7,610	–	–	0.07%	144
2024 Q3	$222K	Hold	7,610	–	–	0.07%	145
2024 Q2	$210K	Hold	7,610	–	–	0.07%	146
2024 Q1	$214K	Hold	7,610	–	–	0.08%	140
2023 Q4	$206K	Buy	+7,610	New	+$192K	0.08%	132
2022 Q1	–	Sell	-7,610	Closed	-$201K	–	111
2021 Q4	$201K	Hold	7,610	–	–	0.11%	106
2021 Q3	$203K	Buy	+7,610	New	+$199K	0.11%	99

Other funds holding KJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commons Capital Needham, Massachusetts $430M AUM 19.42% 1-Year Est. Return

BCGM Wealth Management's KJUL Position: Q3 2026 in Review

BCGM Wealth Management held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q3 2026 at 7,610 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #171.

BCGM Wealth Management first reported a position in KJUL in Q3 2021 and has held it in 14 quarters since. The position peaked at $259K in Q2 2026. 83 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

BCGM Wealth Management held 7,610 shares of Innovator US Small Cap Power Buffer ETF July worth $250K as of Q3 2026.
BCGM Wealth Management left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q3 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.05% of BCGM Wealth Management's portfolio in Q3 2026, its #171 holding.
BCGM Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 14 quarters since.
BCGM Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $259K in Q2 2026.
83 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.