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BFI Wealth Solutions’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

BFI Wealth Solutions’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 		$2.27M Buy
66,819
+4,154
+7% +$139K 1.68% 19
2026
Q1 		$2.02M Buy
62,665
+19,904
+47% +$642K 1.94% 17
2025
Q4 		$1.36M Buy
+42,761
New +$1.34M 1.29% 24

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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

BFI Wealth Solutions's KJUL Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 6.6% in Q2 2026, buying an estimated $139K and bringing the position to 66,819 shares worth $2.27M. The position accounts for 1.68% of the portfolio, ranked #19.

BFI Wealth Solutions first reported a position in KJUL in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • BFI Wealth Solutions held 66,819 shares of Innovator US Small Cap Power Buffer ETF July worth $2.27M as of Q2 2026.
  • BFI Wealth Solutions bought 4,154 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $139K.
  • Innovator US Small Cap Power Buffer ETF July made up 1.68% of BFI Wealth Solutions's portfolio in Q2 2026, its #19 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.