Capital Analysts LLC
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Capital Analysts LLC’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Capital Analysts LLC’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 		$732K Buy
21,541
+409
+2% +$13.7K 0.02% 426
2026
Q1 		$677K Hold
21,132
– – 0.02% 399
2025
Q4 		$670K Sell
21,132
-65
-0.3% -$2.03K 0.02% 383
2025
Q3 		$656K Sell
21,197
-387
-2% -$11.7K 0.02% 379
2025
Q2 		$630K Sell
21,584
-584
-3% -$16.3K 0.02% 350
2025
Q1 		$620K Buy
22,168
+7,038
+47% +$206K 0.02% 330
2024
Q4 		$445K Hold
15,130
– – 0.02% 346
2024
Q3 		$441K Hold
15,130
– – 0.02% 342
2024
Q2 		$418K Buy
15,130
+1,628
+12% +$44.7K 0.02% 352
2024
Q1 		$379K Hold
13,502
– – 0.02% 350
2023
Q4 		$366K Hold
13,502
– – 0.02% 351
2023
Q3 		$338K Buy
13,502
+2,715
+25% +$69.9K 0.02% 342
2023
Q2 		$277K Buy
10,787
+8,142
+308% +$201K 0.02% 345
2023
Q1 		$66K Hold
2,645
– – ﹤0.01% 537
2022
Q4 		$64K Hold
2,645
– – ﹤0.01% 579
2022
Q3 		$61K Hold
2,645
– – ﹤0.01% 534
2022
Q2 		$62K Buy
2,645
+771
+41% +$18.9K ﹤0.01% 521
2022
Q1 		$48K Sell
1,874
-1,699
-48% -$43.2K ﹤0.01% 552
2021
Q4 		$95K Hold
3,573
– – 0.01% 459
2021
Q3 		$93K Buy
3,573
+386
+12% +$10.1K 0.01% 468
2021
Q2 		$85K Buy
+3,187
New +$84.5K 0.01% 478

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
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Principal Securities
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
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Capital Analysts LLC's KJUL Position: Q2 2026 in Review

Capital Analysts LLC increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 1.9% in Q2 2026, buying an estimated $13.7K and bringing the position to 21,541 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #426.

Capital Analysts LLC first reported a position in KJUL in Q2 2021 and has held it in 21 quarters since. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Capital Analysts LLC held 21,541 shares of Innovator US Small Cap Power Buffer ETF July worth $732K as of Q2 2026.
  • Capital Analysts LLC bought 409 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $13.7K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #426 holding.
  • Capital Analysts LLC first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2021 and has held it in 21 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.