HighTower Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

HighTower 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	$579K	Sell	18,065 -197,431	-92%	-$6.37M	﹤0.01%	2597
2025 Q4	$6.83M	Sell	215,496 -4,177	-2%	-$131K	0.01%	1028
2025 Q3	$6.8M	Buy	219,673 +2,957	+1%	+$89K	0.01%	1016
2025 Q2	$6.33M	Sell	216,716 -236,152	-52%	-$6.61M	0.01%	995
2025 Q1	$12.7M	Sell	452,868 -150,641	-25%	-$4.41M	0.02%	678
2024 Q4	$17.8M	Buy	603,509 +2,804	+0.5%	+$83K	0.02%	559
2024 Q3	$17.5M	Sell	600,705 -10,164	-2%	-$289K	0.03%	556
2024 Q2	$16.9M	Sell	610,869 -4,391	-0.7%	-$121K	0.03%	537
2024 Q1	$17.3M	Sell	615,260 -20,966	-3%	-$567K	0.03%	519
2023 Q4	$17.2M	Sell	636,226 -61,383	-9%	-$1.55M	0.03%	522
2023 Q3	$17.5M	Buy	697,609 +687,392	+6,728%	+$17.7M	0.03%	489
2023 Q2	$262K	Buy	10,217 +1,019	+11%	+$25.1K	﹤0.01%	2656
2023 Q1	$226K	Hold	9,198	–	–	﹤0.01%	2662
2022 Q4	$222K	Buy	+9,198	New	+$223K	﹤0.01%	2695

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

HighTower Advisors's KJUL Position: Q1 2026 in Review

HighTower Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 92% in Q1 2026, selling an estimated $6.37M and leaving 18,065 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

HighTower Advisors first reported a position in KJUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.8M in Q4 2024. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

HighTower Advisors held 18,065 shares of Innovator US Small Cap Power Buffer ETF July worth $579K as of Q1 2026.
HighTower Advisors sold 197,431 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $6.37M.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2597 holding.
HighTower Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and has held it in 14 quarters since.
HighTower Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $17.8M in Q4 2024.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.