Forvis Mazars Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Forvis Mazars Wealth Advisors’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	$322K	Sell	10,043 -1,246	-11%	-$40.2K	0.01%	348
2025 Q4	$358K	Hold	11,289	–	–	0.01%	327
2025 Q3	$350K	Sell	11,289 -4,602	-29%	-$139K	0.01%	334
2025 Q2	$464K	Sell	15,891 -1,291	-8%	-$36.1K	0.01%	295
2025 Q1	$481K	Sell	17,182 -10,037	-37%	-$294K	0.01%	288
2024 Q4	$801K	Sell	27,219 -8,391	-24%	-$248K	0.02%	250
2024 Q3	$1.04M	Sell	35,610 -17,273	-33%	-$491K	0.02%	225
2024 Q2	$1.46M	Sell	52,883 -13,045	-20%	-$358K	0.04%	183
2024 Q1	$1.85M	Sell	65,928 -776	-1%	-$21K	0.05%	166
2023 Q4	$1.81M	Sell	66,704 -7,681	-10%	-$194K	0.05%	161
2023 Q3	$1.86M	Sell	74,385 -1,831	-2%	-$47.2K	0.06%	153
2023 Q2	$1.96M	Buy	76,216 +3,716	+5%	+$91.6K	0.06%	167
2023 Q1	$1.8M	Sell	72,500 -1,525	-2%	-$38.3K	0.06%	157
2022 Q4	$1.79M	Sell	74,025 -985	-1%	-$23.8K	0.06%	155
2022 Q3	$1.73M	Buy	75,010 +4,674	+7%	+$113K	0.07%	151
2022 Q2	$1.64M	Buy	+70,336	New	+$1.73M	0.07%	142

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KJUL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 11% in Q1 2026, selling an estimated $40.2K and leaving 10,043 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #348.

Forvis Mazars Wealth Advisors first reported a position in KJUL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Forvis Mazars Wealth Advisors held 10,043 shares of Innovator US Small Cap Power Buffer ETF July worth $322K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 1,246 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $40.2K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #348 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2022 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $1.96M in Q2 2023.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.