Independent Financial Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Independent Financial Group’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 Q2	$1.49M	Sell	43,962 -2,091	-5%	-$70K	0.03%	549
2026 Q1	$1.48M	Hold	46,053	–	–	0.03%	498
2025 Q4	$1.46M	Sell	46,053 -981	-2%	-$30.7K	0.03%	491
2025 Q3	$1.46M	Sell	47,034 -1,082	-2%	-$32.6K	0.04%	489
2025 Q2	$1.4M	Buy	48,116 +2,677	+6%	+$74.9K	0.04%	437
2025 Q1	$1.27M	Sell	45,439 -337	-0.7%	-$9.86K	0.04%	417
2024 Q4	$1.35M	Sell	45,776 -10,250	-18%	-$303K	0.04%	397
2024 Q3	$1.63M	Buy	56,026 +4,000	+8%	+$114K	0.06%	320
2024 Q2	$1.44M	Hold	52,026	–	–	0.06%	302
2024 Q1	$1.46M	Sell	52,026 -373	-0.7%	-$10.1K	0.07%	284
2023 Q4	$1.42M	Buy	52,399 +1,000	+2%	+$25.3K	0.08%	271
2023 Q3	$1.29M	Hold	51,399	–	–	0.08%	265
2023 Q2	$1.32M	Sell	51,399 -5,488	-10%	-$135K	0.09%	245
2023 Q1	$1.41M	Hold	56,887	–	–	0.11%	208
2022 Q4	$1.38M	Hold	56,887	–	–	0.12%	173
2022 Q3	$1.31M	Buy	+56,887	New	+$1.38M	0.12%	172

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Independent Financial Group's KJUL Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 4.5% in Q2 2026, selling an estimated $70K and leaving 43,962 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #549.

Independent Financial Group first reported a position in KJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q3 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Independent Financial Group held 43,962 shares of Innovator US Small Cap Power Buffer ETF July worth $1.49M as of Q2 2026.
Independent Financial Group sold 2,091 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $70K.
Innovator US Small Cap Power Buffer ETF July made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #549 holding.
Independent Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Independent Financial Group's Innovator US Small Cap Power Buffer ETF July position peaked at $1.63M in Q3 2024.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.