BCS Wealth Management
KJUL icon

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
Q3 		$462K Sell
14,048
-18
-0.1% -$607 0.08% 187
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

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

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

BCS Wealth Management reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.13% in Q3 2026, selling an estimated $607 and leaving 14,048 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #187.

BCS Wealth Management first reported a position in KJUL in Q2 2021 and has held it in 21 quarters since. The position peaked at $903K in Q4 2025. 64 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

  • BCS Wealth Management held 14,048 shares of Innovator US Small Cap Power Buffer ETF July worth $462K as of Q3 2026.
  • BCS Wealth Management sold 18 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $607.
  • Innovator US Small Cap Power Buffer ETF July made up 0.08% of BCS Wealth Management's portfolio in Q3 2026, its #187 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 21 quarters since.
  • BCS Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $903K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.