BFG
KJUL icon

Berger Financial Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Berger Financial Group’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 		$2.43M Sell
71,588
-662
-0.9% -$22.2K 0.12% 130
2026
Q1 		$2.31M Sell
72,250
-1,023
-1% -$33K 0.13% 126
2025
Q4 		$2.32M Buy
73,273
+308
+0.4% +$9.63K 0.13% 125
2025
Q3 		$2.26M Buy
72,965
+134
+0.2% +$4.04K 0.14% 127
2025
Q2 		$2.13M Buy
72,831
+670
+0.9% +$18.7K 0.14% 127
2025
Q1 		$2.02M Sell
72,161
-2,751
-4% -$80.5K 0.14% 125
2024
Q4 		$2.21M Sell
74,912
-9,682
-11% -$286K 0.15% 121
2024
Q3 		$2.46M Buy
84,594
+1,241
+1% +$35.3K 0.18% 110
2024
Q2 		$2.3M Sell
83,353
-4,282
-5% -$118K 0.18% 108
2024
Q1 		$2.46M Sell
87,635
-4,444
-5% -$120K 0.2% 105
2023
Q4 		$2.49M Buy
92,079
+21,560
+31% +$545K 0.26% 91
2023
Q3 		$1.76M Buy
70,519
+31,876
+82% +$821K 0.2% 102
2023
Q2 		$993K Hold
38,643
– – 0.11% 114
2023
Q1 		$957K Buy
38,643
+80
+0.2% +$2.01K 0.12% 111
2022
Q4 		$934K Buy
38,563
+10,791
+39% +$261K 0.12% 107
2022
Q3 		$641K Buy
+27,772
New +$672K 0.09% 126

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Berger Financial Group's KJUL Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.92% in Q2 2026, selling an estimated $22.2K and leaving 71,588 shares worth $2.43M. The position accounts for 0.12% of the portfolio, ranked #130.

Berger Financial Group first reported a position in KJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.49M in Q4 2023. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Berger Financial Group held 71,588 shares of Innovator US Small Cap Power Buffer ETF July worth $2.43M as of Q2 2026.
  • Berger Financial Group sold 662 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $22.2K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.12% of Berger Financial Group's portfolio in Q2 2026, its #130 holding.
  • Berger Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
  • Berger Financial Group's Innovator US Small Cap Power Buffer ETF July position peaked at $2.49M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.