Cape Investment Advisory’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Cape Investment Advisory’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	$6.79K	Buy	+200	New	+$6.69K	﹤0.01%	952
2026 Q1	–	Sell	-200	Closed	-$6.34K	–	734
2025 Q4	$6.34K	Buy	+200	New	+$6.26K	﹤0.01%	857
2025 Q3	–	Sell	-200	Closed	-$5.84K	–	1023
2025 Q2	$5.84K	Hold	200	–	–	﹤0.01%	730
2025 Q1	$5.59K	Buy	+200	New	+$5.85K	﹤0.01%	721

Other funds holding KJUL

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cape Investment Advisory's KJUL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026: 200 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KJUL as recently as Q4 2025.

Cape Investment Advisory first reported a position in KJUL in Q1 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Cape Investment Advisory held 200 shares of Innovator US Small Cap Power Buffer ETF July worth $6.79K as of Q2 2026.
Innovator US Small Cap Power Buffer ETF July was a new Cape Investment Advisory position in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #952 holding.
Cape Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2025 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.