Founders Financial Securities’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Founders Financial Securities’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	$1.15M	Buy	35,131 +5,487	+19%	+$177K	0.07%	269
2025 Q4	$940K	Buy	29,644 +4,172	+16%	+$131K	0.06%	291
2025 Q3	$789K	Buy	25,472 +5,274	+26%	+$159K	0.05%	283
2025 Q2	$590K	Buy	20,198 +4,955	+33%	+$139K	0.04%	314
2025 Q1	$421K	Buy	+15,243	New	+$446K	0.04%	341

Other funds holding KJUL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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 $26.4B AUM 21.05% 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 $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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Founders Financial Securities's KJUL Position: Q1 2026 in Review

Founders Financial Securities increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 19% in Q1 2026, buying an estimated $177K and bringing the position to 35,131 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #269.

Founders Financial Securities first reported a position in KJUL in Q1 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Founders Financial Securities held 35,131 shares of Innovator US Small Cap Power Buffer ETF July worth $1.15M as of Q1 2026.
Founders Financial Securities bought 5,487 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $177K.
Innovator US Small Cap Power Buffer ETF July made up 0.07% of Founders Financial Securities's portfolio in Q1 2026, its #269 holding.
Founders Financial Securities first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2025 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.