Chicago Partners Investment Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Chicago Partners Investment Group’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	$484K	Sell	14,557 -2,221	-13%	-$71.6K	0.01%	907
2025 Q4	$545K	Hold	16,778	–	–	0.01%	715
2025 Q3	$525K	Hold	16,778	–	–	0.01%	679
2025 Q2	$501K	Hold	16,778	–	–	0.01%	598
2025 Q1	$465K	Sell	16,778 -950	-5%	-$27.8K	0.02%	547
2024 Q4	$523K	Hold	17,728	–	–	0.02%	496
2024 Q3	$515K	Hold	17,728	–	–	0.02%	483
2024 Q2	$510K	Sell	17,728 -894	-5%	-$24.6K	0.02%	462
2024 Q1	$505K	Hold	18,622	–	–	0.02%	444
2023 Q4	$495K	Buy	18,622 +2,275	+14%	+$57.5K	0.02%	433
2023 Q3	$394K	Buy	16,347 +840	+5%	+$21.6K	0.02%	459
2023 Q2	$406K	Buy	15,507 +3,888	+33%	+$95.8K	0.02%	466
2023 Q1	$286K	Hold	11,619	–	–	0.02%	517
2022 Q4	$302K	Hold	11,619	–	–	0.02%	478
2022 Q3	$282K	Hold	11,619	–	–	0.02%	450
2022 Q2	$285K	Buy	+11,619	New	+$285K	0.02%	450

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Chicago Partners Investment Group's KJUL Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 13% in Q1 2026, selling an estimated $71.6K and leaving 14,557 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #907.

Chicago Partners Investment Group first reported a position in KJUL in Q2 2022 and has held it in 16 quarters since. The position peaked at $545K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Chicago Partners Investment Group held 14,557 shares of Innovator US Small Cap Power Buffer ETF July worth $484K as of Q1 2026.
Chicago Partners Investment Group sold 2,221 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $71.6K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #907 holding.
Chicago Partners Investment Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2022 and has held it in 16 quarters since.
Chicago Partners Investment Group's Innovator US Small Cap Power Buffer ETF July position peaked at $545K in Q4 2025.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.