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

Crown Wealth 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 Q3	$249K	Sell	7,567 -175	-2%	-$5.9K	0.06%	124
2026 Q2	$263K	Sell	7,742 -204	-3%	-$6.83K	0.07%	122
2026 Q1	$255K	Hold	7,946	–	–	0.07%	118
2025 Q4	$252K	Buy	7,946 +322	+4%	+$10.1K	0.07%	114
2025 Q3	$236K	Sell	7,624 -49,720	-87%	-$1.5M	0.07%	107
2025 Q2	$1.67M	Buy	57,344 +45,029	+366%	+$1.26M	0.63%	29
2025 Q1	$344K	Sell	12,315 -8,885	-42%	-$260K	0.18%	62
2024 Q4	$624K	Hold	21,200	–	–	0.25%	51
2024 Q3	$618K	Sell	21,200 -3,526	-14%	-$100K	0.27%	54
2024 Q2	$683K	Sell	24,726 -69	-0.3%	-$1.9K	0.34%	44
2024 Q1	$696K	Sell	24,795 -1,512	-6%	-$40.9K	0.36%	38
2023 Q4	$712K	Sell	26,307 -3,993	-13%	-$101K	0.43%	33
2023 Q3	$758K	Buy	+30,300	New	+$780K	0.57%	29

Other funds holding KJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Crown Wealth Group's KJUL Position: Q3 2026 in Review

Crown Wealth Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2.3% in Q3 2026, selling an estimated $5.9K and leaving 7,567 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #124.

Crown Wealth Group first reported a position in KJUL in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2025. 56 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Crown Wealth Group held 7,567 shares of Innovator US Small Cap Power Buffer ETF July worth $249K as of Q3 2026.
Crown Wealth Group sold 175 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $5.9K.
Innovator US Small Cap Power Buffer ETF July made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #124 holding.
Crown Wealth Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 13 quarters since.
Crown Wealth Group's Innovator US Small Cap Power Buffer ETF July position peaked at $1.67M in Q2 2025.
56 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.