Envestnet Asset Management
KJUL icon

Envestnet Asset Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Envestnet Asset Management’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 		$525K Buy
15,451
+299
+2% +$10K ﹤0.01% 4037
2026
Q1 		$485K Sell
15,152
-1,686
-10% -$54.4K ﹤0.01% 3956
2025
Q4 		$534K Sell
16,838
-548
-3% -$17.1K ﹤0.01% 3659
2025
Q3 		$538K Buy
17,386
+1,931
+12% +$58.1K ﹤0.01% 3711
2025
Q2 		$451K Sell
15,455
-1,268
-8% -$35.5K ﹤0.01% 3773
2025
Q1 		$468K Buy
16,723
+504
+3% +$14.7K ﹤0.01% 3665
2024
Q4 		$477K Buy
16,219
+1,229
+8% +$36.4K ﹤0.01% 3608
2024
Q3 		$437K Buy
14,990
+1,142
+8% +$32.5K ﹤0.01% 3603
2024
Q2 		$383K Sell
13,848
-3,111
-18% -$85.5K ﹤0.01% 3593
2024
Q1 		$476K Sell
16,959
-573
-3% -$15.5K ﹤0.01% 3462
2023
Q4 		$475K Sell
17,532
-14,056
-44% -$355K ﹤0.01% 3361
2023
Q3 		$790K Buy
31,588
+12,768
+68% +$329K ﹤0.01% 2982
2023
Q2 		$483K Buy
18,820
+2,701
+17% +$66.6K ﹤0.01% 3230
2023
Q1 		$399K Buy
16,119
+2,605
+19% +$65.4K ﹤0.01% 3292
2022
Q4 		$327K Buy
+13,514
New +$327K ﹤0.01% 3365

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management's KJUL Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2% in Q2 2026, buying an estimated $10K and bringing the position to 15,451 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #4037.

Envestnet Asset Management first reported a position in KJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $790K in Q3 2023. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Envestnet Asset Management held 15,451 shares of Innovator US Small Cap Power Buffer ETF July worth $525K as of Q2 2026.
  • Envestnet Asset Management bought 299 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $10K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4037 holding.
  • Envestnet Asset Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's Innovator US Small Cap Power Buffer ETF July position peaked at $790K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.