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

IFP 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	$876K	Buy	27,339 +1,102	+4%	+$35.5K	0.02%	745
2025 Q4	$832K	Sell	26,237 -3,200	-11%	-$100K	0.02%	727
2025 Q3	$911K	Buy	29,437 +2,368	+9%	+$71.3K	0.02%	637
2025 Q2	$790K	Buy	27,069 +5,760	+27%	+$161K	0.02%	655
2025 Q1	$596K	Buy	21,309 +1,000	+5%	+$29.2K	0.02%	718
2024 Q4	$598K	Sell	20,309 -1,100	-5%	-$32.5K	0.02%	672
2024 Q3	$624K	Buy	21,409 +2,400	+13%	+$68.2K	0.02%	612
2024 Q2	$525K	Buy	+19,009	New	+$522K	0.02%	637
2023 Q4	–	Sell	-26,743	Closed	-$669K	–	3206
2023 Q3	$669K	Hold	26,743	–	–	0.03%	497
2023 Q2	$687K	Hold	26,743	–	–	0.03%	542
2023 Q1	$618K	Sell	26,743 -34,795	-57%	-$874K	0.03%	526
2022 Q4	$1.42M	Buy	61,538 +59,868	+3,585%	+$1.45M	0.04%	479
2022 Q3	$39K	Hold	1,670	–	–	﹤0.01%	2561
2022 Q2	$39K	Hold	1,670	–	–	﹤0.01%	2331
2022 Q1	$39K	Buy	+1,670	New	+$42.5K	﹤0.01%	2331
2021 Q4	–	Sell	-3,343	Closed	-$88K	–	3431
2021 Q3	$88K	Buy	+3,343	New	+$87.5K	﹤0.01%	1343

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

IFP Advisors's KJUL Position: Q1 2026 in Review

IFP Advisors increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 4.2% in Q1 2026, buying an estimated $35.5K and bringing the position to 27,339 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #745.

IFP Advisors first reported a position in KJUL in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.42M in Q4 2022. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

IFP Advisors held 27,339 shares of Innovator US Small Cap Power Buffer ETF July worth $876K as of Q1 2026.
IFP Advisors bought 1,102 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $35.5K.
Innovator US Small Cap Power Buffer ETF July made up 0.02% of IFP Advisors's portfolio in Q1 2026, its #745 holding.
IFP Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 16 quarters since.
IFP Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $1.42M in Q4 2022.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.