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 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Crown Wealth Group's KJUL Position: Q1 2026 in Review

Crown Wealth Group held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q1 2026 at 7,946 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #118.

Crown Wealth Group first reported a position in KJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q2 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Crown Wealth Group held 7,946 shares of Innovator US Small Cap Power Buffer ETF July worth $255K as of Q1 2026.
Crown Wealth Group left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q1 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.07% of Crown Wealth Group's portfolio in Q1 2026, its #118 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 11 quarters since.
Crown Wealth Group's Innovator US Small Cap Power Buffer ETF July position peaked at $1.67M in Q2 2025.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.