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 Q2	$408K	Sell	12,171 -2,386	-16%	-$79.8K	0.01%	1104
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Chicago Partners Investment Group's KJUL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 16% in Q2 2026, selling an estimated $79.8K and leaving 12,171 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1104.

Chicago Partners Investment Group first reported a position in KJUL in Q2 2022 and has held it in 17 quarters since. The position peaked at $545K in Q4 2025. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Chicago Partners Investment Group held 12,171 shares of Innovator US Small Cap Power Buffer ETF July worth $408K as of Q2 2026.
Chicago Partners Investment Group sold 2,386 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $79.8K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1104 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 17 quarters since.
Chicago Partners Investment Group's Innovator US Small Cap Power Buffer ETF July position peaked at $545K in Q4 2025.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.