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 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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return