DFA
KJUL icon

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

DHJJ Financial 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
Q1 		$788K Sell
24,613
-625
-2% -$20.2K 0.26% 73
2025
Q4 		$800K Sell
25,238
-598
-2% -$18.7K 0.27% 73
2025
Q3 		$800K Buy
25,836
+947
+4% +$28.5K 0.27% 69
2025
Q2 		$727K Buy
24,889
+857
+4% +$24K 0.26% 77
2025
Q1 		$672K Sell
24,032
-1,105
-4% -$32.3K 0.27% 71
2024
Q4 		$740K Hold
25,137
– – 0.29% 65
2024
Q3 		$732K Buy
25,137
+3,816
+18% +$108K 0.29% 66
2024
Q2 		$589K Sell
21,321
-2,805
-12% -$77.1K 0.25% 78
2024
Q1 		$677K Sell
24,126
-500
-2% -$13.5K 0.3% 63
2023
Q4 		$667K Sell
24,626
-160
-0.6% -$4.04K 0.31% 60
2023
Q3 		$620K Buy
24,786
+7,260
+41% +$187K 0.31% 60
2023
Q2 		$450K Sell
17,526
-230
-1% -$5.67K 0.23% 84
2023
Q1 		$440K Sell
17,756
-295
-2% -$7.41K 0.24% 87
2022
Q4 		$437K Sell
18,051
-343
-2% -$8.3K 0.25% 85
2022
Q3 		$425K Buy
18,394
+1
+0% +$24 0.25% 81
2022
Q2 		$431K Sell
18,393
-1,030
-5% -$25.3K 0.24% 85
2022
Q1 		$501K Buy
19,423
+25
+0.1% +$636 0.24% 82
2021
Q4 		$513K Buy
19,398
+2,302
+13% +$61K 0.24% 77
2021
Q3 		$455K Buy
+17,096
New +$447K 0.24% 79

Other funds holding KJUL

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
PS
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

DHJJ Financial Advisors's KJUL Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2.5% in Q1 2026, selling an estimated $20.2K and leaving 24,613 shares worth $788K. The position accounts for 0.26% of the portfolio, ranked #73.

DHJJ Financial Advisors first reported a position in KJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $800K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • DHJJ Financial Advisors held 24,613 shares of Innovator US Small Cap Power Buffer ETF July worth $788K as of Q1 2026.
  • DHJJ Financial Advisors sold 625 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $20.2K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.26% of DHJJ Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
  • DHJJ Financial Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $800K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.