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Todd Wealth Management, LLC’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Todd Wealth Management, LLC’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 		$812K Hold
23,898
– – 0.62% 37
2026
Q1 		$765K Hold
23,898
– – 0.7% 39
2025
Q4 		$758K Buy
+23,898
New +$748K 0.69% 41

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Todd Wealth Management, LLC's KJUL Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 23,898 shares worth $812K. The position accounts for 0.62% of the portfolio, ranked #37.

Todd Wealth Management, LLC first reported a position in KJUL in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Todd Wealth Management, LLC held 23,898 shares of Innovator US Small Cap Power Buffer ETF July worth $812K as of Q2 2026.
  • Todd Wealth Management, LLC left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF July made up 0.62% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #37 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.