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

BCS 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 Q2	$478K	Sell	14,066 -61	-0.4%	-$2.04K	0.09%	186
2026 Q1	$452K	Sell	14,127 -14,349	-50%	-$463K	0.09%	168
2025 Q4	$903K	Buy	28,476 +14,238	+100%	+$445K	0.09%	169
2025 Q3	$441K	Buy	14,238 +6,798	+91%	+$205K	0.1%	160
2025 Q2	$217K	Buy	7,440 +75	+1%	+$2.1K	0.05%	240
2025 Q1	$206K	Sell	7,365 -1,511	-17%	-$44.2K	0.05%	238
2024 Q4	$261K	Sell	8,876 -667	-7%	-$19.7K	0.06%	213
2024 Q3	$278K	Hold	9,543	–	–	0.12%	136
2024 Q2	$264K	Sell	9,543 -375	-4%	-$10.3K	0.13%	128
2024 Q1	$278K	Sell	9,918 -775	-7%	-$21K	0.09%	194
2023 Q4	$290K	Sell	10,693 -1,314	-11%	-$33.2K	0.11%	172
2023 Q3	$300K	Buy	12,007 +1,974	+20%	+$50.8K	0.12%	146
2023 Q2	$258K	Buy	10,033 +450	+5%	+$11.1K	0.19%	94
2023 Q1	$237K	Sell	9,583 -5,236	-35%	-$131K	0.11%	140
2022 Q4	$359K	Hold	14,819	–	–	0.15%	130
2022 Q3	$342K	Buy	+14,819	New	+$359K	0.16%	131
2022 Q2	–	Sell	-14,025	Closed	-$361K	–	184
2022 Q1	$361K	Sell	14,025 -4,681	-25%	-$119K	0.15%	131
2021 Q4	$495K	Buy	18,706 +75	+0.4%	+$1.99K	0.18%	108
2021 Q3	$486K	Buy	18,631 +7,377	+66%	+$193K	0.21%	94
2021 Q2	$299K	Buy	+11,254	New	+$298K	0.16%	118

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCS Wealth Management's KJUL Position: Q2 2026 in Review

BCS Wealth Management reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.43% in Q2 2026, selling an estimated $2.04K and leaving 14,066 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #186.

BCS Wealth Management first reported a position in KJUL in Q2 2021 and has held it in 20 quarters since. The position peaked at $903K in Q4 2025. 29 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

BCS Wealth Management held 14,066 shares of Innovator US Small Cap Power Buffer ETF July worth $478K as of Q2 2026.
BCS Wealth Management sold 61 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $2.04K.
Innovator US Small Cap Power Buffer ETF July made up 0.09% of BCS Wealth Management's portfolio in Q2 2026, its #186 holding.
BCS Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2021 and has held it in 20 quarters since.
BCS Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $903K in Q4 2025.
29 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.