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

Capital Investment Advisory Services’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	$73.6K	Hold	2,167	–	–	﹤0.01%	867
2026 Q1	$69.4K	Hold	2,167	–	–	0.01%	797
2025 Q4	$68.7K	Hold	2,167	–	–	﹤0.01%	765
2025 Q3	$67.1K	Sell	2,167 -37,122	-94%	-$1.12M	0.01%	727
2025 Q2	$1.15M	Hold	39,289	–	–	0.09%	211
2025 Q1	$1.1M	Buy	39,289 +37,122	+1,713%	+$1.09M	0.1%	196
2024 Q4	$63.8K	Hold	2,167	–	–	0.01%	623
2024 Q3	$63.1K	Sell	2,167 -35,601	-94%	-$1.01M	0.01%	648
2024 Q2	$1.04M	Sell	37,768 -1,458	-4%	-$40.1K	0.11%	188
2024 Q1	$1.1M	Hold	39,226	–	–	0.12%	185
2023 Q4	$1.06M	Sell	39,226 -877	-2%	-$22.2K	0.1%	183
2023 Q3	$1M	Buy	40,103 +2,300	+6%	+$59.2K	0.1%	177
2023 Q2	$971K	Buy	+37,803	New	+$932K	0.1%	179

Other funds holding KJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Capital Investment Advisory Services's KJUL Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 2,167 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Capital Investment Advisory Services first reported a position in KJUL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2025. 23 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Capital Investment Advisory Services held 2,167 shares of Innovator US Small Cap Power Buffer ETF July worth $73.6K as of Q2 2026.
Capital Investment Advisory Services left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #867 holding.
Capital Investment Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
Capital Investment Advisory Services's Innovator US Small Cap Power Buffer ETF July position peaked at $1.15M in Q2 2025.
23 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

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