Cary Street Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Cary Street Partners’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	$670K	Sell	19,712 -907	-4%	-$30.3K	0.01%	590
2026 Q1	$660K	Sell	20,619 -83,973	-80%	-$2.71M	0.02%	529
2025 Q4	$3.32M	Sell	104,592 -50,631	-33%	-$1.58M	0.08%	239
2025 Q3	$4.81M	Buy	155,223 +292	+0.2%	+$8.79K	0.12%	174
2025 Q2	$4.52M	Buy	+154,931	New	+$4.33M	0.13%	179

Other funds holding KJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cary Street Partners's KJUL Position: Q2 2026 in Review

Cary Street Partners reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 4.4% in Q2 2026, selling an estimated $30.3K and leaving 19,712 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #590.

Cary Street Partners first reported a position in KJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.81M in Q3 2025. 11 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Cary Street Partners held 19,712 shares of Innovator US Small Cap Power Buffer ETF July worth $670K as of Q2 2026.
Cary Street Partners sold 907 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $30.3K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #590 holding.
Cary Street Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Cary Street Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $4.81M in Q3 2025.
11 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.