CoreCap Advisors
KJUL icon

CoreCap Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

CoreCap Advisors’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
Q3 		$37.4K Hold
1,136
– – ﹤0.01% 1531
2026
Q2 		$38.6K Sell
1,136
-647
-36% -$21.6K ﹤0.01% 1516
2026
Q1 		$57.1K Buy
1,783
+378
+27% +$12.2K ﹤0.01% 1242
2025
Q4 		$44.5K Sell
1,405
-198
-12% -$6.19K ﹤0.01% 1383
2025
Q3 		$49.6K Hold
1,603
– – ﹤0.01% 1328
2025
Q2 		$46.8K Buy
1,603
+1,177
+276% +$32.9K ﹤0.01% 1287
2025
Q1 		$11.9K Hold
426
– – ﹤0.01% 1742
2024
Q4 		$12.5K Hold
426
– – ﹤0.01% 1696
2024
Q3 		$12.4K Hold
426
– – ﹤0.01% 1723
2024
Q2 		$11.8K Hold
426
– – ﹤0.01% 1031
2024
Q1 		$12K Buy
+426
New +$11.5K ﹤0.01% 1687

Other funds holding KJUL

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

CoreCap Advisors's KJUL Position: Q3 2026 in Review

CoreCap Advisors held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q3 2026 at 1,136 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

CoreCap Advisors first reported a position in KJUL in Q1 2024 and has held it in 11 quarters since. The position peaked at $57.1K in Q1 2026. 30 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

  • CoreCap Advisors held 1,136 shares of Innovator US Small Cap Power Buffer ETF July worth $37.4K as of Q3 2026.
  • CoreCap Advisors left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q3 2026.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1531 holding.
  • CoreCap Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $57.1K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.