Creative Financial Designs’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Creative Financial Designs’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
2025 Q2	–	Sell	-100	Closed	-$2.8K	–	2099
2025 Q1	$2.8K	Hold	100	–	–	﹤0.01%	1613
2024 Q4	$2.94K	Hold	100	–	–	﹤0.01%	1532
2024 Q3	$2.91K	Hold	100	–	–	﹤0.01%	1483
2024 Q2	$2.76K	Hold	100	–	–	﹤0.01%	1438
2024 Q1	$2.81K	Hold	100	–	–	﹤0.01%	1433
2023 Q4	$2.71K	Hold	100	–	–	﹤0.01%	1378
2023 Q3	$2.5K	Buy	+100	New	+$2.58K	﹤0.01%	1306

Other funds holding KJUL

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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

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

Creative Financial Designs's KJUL Position: Q2 2025 in Review

Creative Financial Designs sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 100 shares — an estimated $2.8K sold.

Creative Financial Designs first reported a position in KJUL in Q3 2023 and held it in 7 quarters. The position peaked at $2.94K in Q4 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

Creative Financial Designs reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 100 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $2.8K.
Creative Financial Designs first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and held it in 7 quarters.
Creative Financial Designs's Innovator US Small Cap Power Buffer ETF July position peaked at $2.94K in Q4 2024.
80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.