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

Harbour 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
2026
Q1 		$58.8K Buy
1,837
+426
+30% +$13.7K ﹤0.01% 2242
2025
Q4 		$44.7K Sell
1,411
-8,120
-85% -$254K ﹤0.01% 2015
2025
Q3 		$295K Buy
9,531
+3,331
+54% +$100K 0.01% 1070
2025
Q2 		$181K Hold
6,200
– – ﹤0.01% 1218
2025
Q1 		$173K Sell
6,200
-85
-1% -$2.49K 0.01% 1162
2024
Q4 		$185K Sell
6,285
-68
-1% -$2.01K 0.01% 1090
2024
Q3 		$185K Buy
6,353
+1,411
+29% +$40.1K 0.01% 1042
2024
Q2 		$137K Hold
4,942
– – ﹤0.01% 1098
2024
Q1 		$139K Hold
4,942
– – ﹤0.01% 1066
2023
Q4 		$134K Hold
4,942
– – 0.01% 1020
2023
Q3 		$124K Hold
4,942
– – 0.01% 971
2023
Q2 		$127K Hold
4,942
– – 0.01% 964
2023
Q1 		$122K Buy
4,942
+235
+5% +$5.9K 0.01% 956
2022
Q4 		$114K Hold
4,707
– – 0.01% 959
2022
Q3 		$110K Hold
4,707
– – 0.01% 926
2022
Q2 		$110K Buy
+4,707
New +$116K 0.01% 926
2021
Q4 		$54K Sell
2,030
-7,487
-79% -$198K ﹤0.01% 1233
2021
Q3 		$248K Buy
9,517
+8,548
+882% +$224K 0.01% 923
2021
Q2 		$26K Hold
969
– – ﹤0.01% 2192
2021
Q1 		$26K Buy
+969
New +$25.4K ﹤0.01% 2066

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

Harbour Investments's KJUL Position: Q1 2026 in Review

Harbour Investments increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 30% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,837 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Harbour Investments first reported a position in KJUL in Q1 2021 and has held it in 20 quarters since. The position peaked at $295K in Q3 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Harbour Investments held 1,837 shares of Innovator US Small Cap Power Buffer ETF July worth $58.8K as of Q1 2026.
  • Harbour Investments bought 426 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $13.7K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2242 holding.
  • Harbour Investments first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Innovator US Small Cap Power Buffer ETF July position peaked at $295K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.