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Gradient Investments’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Gradient Investments’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
2025
Q2 		– Sell
-368,120
Closed -$10.3M – 370
2025
Q1 		$10.3M Buy
368,120
+11,699
+3% +$342K 0.21% 136
2024
Q4 		$10.5M Buy
+356,421
New +$10.5M 0.21% 132
2024
Q3 		– Sell
-8,724
Closed -$241K – 854
2024
Q2 		$241K Sell
8,724
-1,964
-18% -$54K 0.01% 297
2024
Q1 		$300K Sell
10,688
-634,199
-98% -$17.2M 0.01% 257
2023
Q4 		$17.5M Buy
644,887
+58,034
+10% +$1.47M 0.42% 76
2023
Q3 		$14.7M Buy
+586,853
New +$15.1M 0.39% 93
2022
Q4 		– Sell
-248,668
Closed -$5.74M – 1589
2022
Q3 		$5.74M Buy
+248,668
New +$6.02M 0.18% 132

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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
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

Gradient Investments's KJUL Position: Q2 2025 in Review

Gradient Investments sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 368,120 shares — an estimated $10.3M sold.

Gradient Investments first reported a position in KJUL in Q3 2022 and held it in 7 quarters. The position peaked at $17.5M in Q4 2023. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

  • Gradient Investments reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Gradient Investments sold 368,120 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $10.3M.
  • Gradient Investments first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and held it in 7 quarters.
  • Gradient Investments's Innovator US Small Cap Power Buffer ETF July position peaked at $17.5M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.