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Cornerstone Wealth’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Cornerstone Wealth’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 		$3.75M Buy
111,076
+76,800
+224% +$2.57M 1.9% 19
2026
Q1 		$1.14M Buy
+34,276
New +$1.11M 0.64% 38

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cornerstone Wealth's KJUL Position: Q2 2026 in Review

Cornerstone Wealth increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 224% in Q2 2026, buying an estimated $2.57M and bringing the position to 111,076 shares worth $3.75M. The position accounts for 1.9% of the portfolio, ranked #19.

Cornerstone Wealth first reported a position in KJUL in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Cornerstone Wealth held 111,076 shares of Innovator US Small Cap Power Buffer ETF July worth $3.75M as of Q2 2026.
  • Cornerstone Wealth bought 76,800 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $2.57M.
  • Innovator US Small Cap Power Buffer ETF July made up 1.9% of Cornerstone Wealth's portfolio in Q2 2026, its #19 holding.
  • Cornerstone Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.