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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
XF
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

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. 22 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.
  • 22 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.