Cetera Investment Advisers
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Cetera Investment Advisers’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Cetera Investment Advisers’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
Q1 		$3.35M Sell
104,716
-3,924
-4% -$127K ﹤0.01% 1810
2025
Q4 		$3.44M Sell
108,640
-19,941
-16% -$624K ﹤0.01% 1743
2025
Q3 		$3.98M Buy
128,581
+33,842
+36% +$1.02M ﹤0.01% 1607
2025
Q2 		$2.77M Sell
94,739
-7,604
-7% -$213K ﹤0.01% 1609
2025
Q1 		$2.86M Buy
102,343
+8,564
+9% +$250K 0.01% 1478
2024
Q4 		$2.76M Sell
93,779
-1,293
-1% -$38.3K 0.01% 1417
2024
Q3 		$2.77M Buy
95,072
+20,638
+28% +$587K 0.01% 1375
2024
Q2 		$2.06M Sell
74,434
-11,348
-13% -$312K ﹤0.01% 1552
2024
Q1 		$2.41M Buy
85,782
+59,809
+230% +$1.62M 0.01% 1422
2023
Q4 		$703K Sell
25,973
-5,463
-17% -$138K 0.01% 1309
2023
Q3 		$787K Buy
31,436
+4,234
+16% +$109K 0.01% 1167
2023
Q2 		$699K Buy
27,202
+2,486
+10% +$61.3K 0.01% 1261
2023
Q1 		$612K Buy
24,716
+454
+2% +$11.4K 0.01% 1312
2022
Q4 		$588K Sell
24,262
-450
-2% -$10.9K 0.01% 1287
2022
Q3 		$570K Buy
24,712
+9,070
+58% +$219K 0.01% 933
2022
Q2 		$365K Buy
15,642
+1,200
+8% +$29.5K 0.01% 1293
2022
Q1 		$371K Sell
14,442
-578
-4% -$14.7K 0.01% 1363
2021
Q4 		$397K Buy
15,020
+4,594
+44% +$122K 0.01% 1326
2021
Q3 		$272K Buy
+10,426
New +$273K ﹤0.01% 1503

Other funds holding KJUL

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers's KJUL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 3.6% in Q1 2026, selling an estimated $127K and leaving 104,716 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Cetera Investment Advisers first reported a position in KJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q3 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Cetera Investment Advisers held 104,716 shares of Innovator US Small Cap Power Buffer ETF July worth $3.35M as of Q1 2026.
  • Cetera Investment Advisers sold 3,924 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $127K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1810 holding.
  • Cetera Investment Advisers first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Innovator US Small Cap Power Buffer ETF July position peaked at $3.98M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.