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Global Strategic Investment Solutions’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Global Strategic Investment Solutions’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 		$365K Sell
11,392
-9,849
-46% -$318K 0.04% 114
2025
Q4 		$673K Sell
21,241
-59
-0.3% -$1.85K 0.07% 92
2025
Q3 		$659K Sell
21,300
-1,069
-5% -$32.2K 0.07% 90
2025
Q2 		$653K Sell
22,369
-3,061
-12% -$85.6K 0.07% 91
2025
Q1 		$711K Buy
25,430
+316
+1% +$9.24K 0.08% 84
2024
Q4 		$739K Hold
25,114
– – 0.09% 86
2024
Q3 		$732K Sell
25,114
-1,856
-7% -$52.7K 0.09% 81
2024
Q2 		$745K Buy
26,970
+3,257
+14% +$89.5K 0.09% 80
2024
Q1 		$666K Sell
23,713
-1,108
-4% -$30K 0.08% 86
2023
Q4 		$672K Sell
24,821
-129,418
-84% -$3.27M 0.08% 78
2023
Q3 		$3.86M Buy
154,239
+105,322
+215% +$2.71M 0.5% 40
2023
Q2 		$1.26M Buy
48,917
+5,184
+12% +$128K 0.16% 60
2023
Q1 		$1.08M Hold
43,733
– – 0.16% 59
2022
Q4 		$1.06M Sell
43,733
-2,195
-5% -$53.1K 0.07% 60
2022
Q3 		$1.06M Buy
+45,928
New +$1.11M 0.05% 64

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 $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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 $31B AUM 28.39% 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 $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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Global Strategic Investment Solutions's KJUL Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 46% in Q1 2026, selling an estimated $318K and leaving 11,392 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #114.

Global Strategic Investment Solutions first reported a position in KJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q3 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Global Strategic Investment Solutions held 11,392 shares of Innovator US Small Cap Power Buffer ETF July worth $365K as of Q1 2026.
  • Global Strategic Investment Solutions sold 9,849 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $318K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.04% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #114 holding.
  • Global Strategic Investment Solutions first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
  • Global Strategic Investment Solutions's Innovator US Small Cap Power Buffer ETF July position peaked at $3.86M 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 Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.