Hofer & Associates’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Hofer & Associates’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 Q3	$2.71M	Buy	+82,301	New	+$2.78M	1.89%	18

Other funds holding KJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Hofer & Associates's KJUL Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2026: 82,301 shares worth $2.71M. The stake represents 1.89% of the portfolio and ranks #18 among its holdings.

30 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Hofer & Associates held 82,301 shares of Innovator US Small Cap Power Buffer ETF July worth $2.71M as of Q3 2026.
Innovator US Small Cap Power Buffer ETF July was a new Hofer & Associates position in Q3 2026.
Innovator US Small Cap Power Buffer ETF July made up 1.89% of Hofer & Associates's portfolio in Q3 2026, its #18 holding.
30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.