Focus Partners Wealth
KJUL icon

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
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

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

Focus Partners Wealth's KJUL Position: Q1 2026 in Review

Focus Partners Wealth reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.66% in Q1 2026, selling an estimated $8.06K and leaving 37,435 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Focus Partners Wealth first reported a position in KJUL in Q2 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Focus Partners Wealth held 37,435 shares of Innovator US Small Cap Power Buffer ETF July worth $1.2M as of Q1 2026.
  • Focus Partners Wealth sold 250 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $8.06K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1539 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 8 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.