Focus Partners Wealth’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Focus Partners Wealth’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	$1.27M	Hold	37,435	–	–	﹤0.01%	1537
2026 Q1	$1.2M	Sell	37,435 -250	-0.7%	-$8.06K	﹤0.01%	1539
2025 Q4	$1.19M	Hold	37,685	–	–	﹤0.01%	1557
2025 Q3	$1.17M	Hold	37,685	–	–	﹤0.01%	1223
2025 Q2	$1.1M	Buy	37,685 +8,555	+29%	+$239K	﹤0.01%	1103
2025 Q1	$815K	Sell	29,130 -450	-2%	-$13.2K	﹤0.01%	1140
2024 Q4	$871K	Sell	29,580 -260	-0.9%	-$7.69K	﹤0.01%	1103
2024 Q3	$869K	Sell	29,840 -800	-3%	-$22.7K	﹤0.01%	981
2024 Q2	$847K	Buy	+30,640	New	+$842K	﹤0.01%	831

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Focus Partners Wealth's KJUL Position: Q2 2026 in Review

Focus Partners Wealth held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 37,435 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Focus Partners Wealth first reported a position in KJUL in Q2 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Focus Partners Wealth held 37,435 shares of Innovator US Small Cap Power Buffer ETF July worth $1.27M as of Q2 2026.
Focus Partners Wealth 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 ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1537 holding.
Focus Partners Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.