Commonwealth Equity Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Commonwealth Equity 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 Q1	$8.27M	Sell	258,334 -5,199	-2%	-$168K	0.01%	1002
2025 Q4	$8.35M	Sell	263,533 -1,556	-0.6%	-$48.7K	0.01%	993
2025 Q3	$8.21M	Sell	265,089 -81,399	-23%	-$2.45M	0.01%	1031
2025 Q2	$10.1M	Buy	346,488 +78,827	+29%	+$2.2M	0.01%	897
2025 Q1	$7.49M	Sell	267,661 -17,317	-6%	-$507K	0.01%	1038
2024 Q4	$8.39M	Sell	284,978 -12,340	-4%	-$365K	0.01%	922
2024 Q3	$8.66M	Sell	297,318 -27,031	-8%	-$768K	0.01%	908
2024 Q2	$8.96M	Sell	324,349 -97,177	-23%	-$2.67M	0.01%	856
2024 Q1	$11.8M	Sell	421,526 -16,589	-4%	-$449K	0.02%	707
2023 Q4	$11.9M	Buy	438,115 +32,097	+8%	+$811K	0.02%	659
2023 Q3	$10.2M	Buy	406,018 +138,462	+52%	+$3.57M	0.02%	666
2023 Q2	$6.87M	Buy	267,556 +168,603	+170%	+$4.16M	0.01%	869
2023 Q1	$2.45K	Sell	98,953 -6,825	-6%	-$171K	0.01%	1436
2022 Q4	$2.56M	Buy	105,778 +8,089	+8%	+$196K	0.01%	1335
2022 Q3	$2.25M	Sell	97,689 -125,449	-56%	-$3.04M	0.01%	1344
2022 Q2	$5.21M	Buy	223,138 +150,517	+207%	+$3.7M	0.01%	874
2022 Q1	$1.87M	Buy	72,621 +1,817	+3%	+$46.3K	﹤0.01%	1549
2021 Q4	$1.87M	Buy	70,804 +14,517	+26%	+$385K	﹤0.01%	1541
2021 Q3	$1.47M	Buy	+56,287	New	+$1.47M	﹤0.01%	1640

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services's KJUL Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2% in Q1 2026, selling an estimated $168K and leaving 258,334 shares worth $8.27M. The position accounts for 0.01% of the portfolio, ranked #1002.

Commonwealth Equity Services first reported a position in KJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Commonwealth Equity Services held 258,334 shares of Innovator US Small Cap Power Buffer ETF July worth $8.27M as of Q1 2026.
Commonwealth Equity Services sold 5,199 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $168K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1002 holding.
Commonwealth Equity Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's Innovator US Small Cap Power Buffer ETF July position peaked at $11.9M in Q4 2023.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.