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
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

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

Envestnet Asset Management's KJUL Position: Q1 2026 in Review

Envestnet Asset Management reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 10% in Q1 2026, selling an estimated $54.4K and leaving 15,152 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Envestnet Asset Management first reported a position in KJUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $790K in Q3 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Envestnet Asset Management held 15,152 shares of Innovator US Small Cap Power Buffer ETF July worth $485K as of Q1 2026.
  • Envestnet Asset Management sold 1,686 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $54.4K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3956 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 14 quarters since.
  • Envestnet Asset Management's Innovator US Small Cap Power Buffer ETF July position peaked at $790K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.