Janney Montgomery Scott
KJUL icon

Janney Montgomery Scott’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-7,040
Closed -$218K – 2969
2025
Q3 		$218K Sell
7,040
-500
-7% -$15.1K ﹤0.01% 2687
2025
Q2 		$220K Hold
7,540
– – ﹤0.01% 2517
2025
Q1 		$211K Buy
7,540
+500
+7% +$14.6K ﹤0.01% 2508
2024
Q4 		$207K Sell
7,040
-8,200
-54% -$243K ﹤0.01% 2533
2024
Q3 		$444K Buy
15,240
+7,400
+94% +$210K ﹤0.01% 2053
2024
Q2 		$217K Sell
7,840
-1,165
-13% -$32K ﹤0.01% 2403
2024
Q1 		$253K Hold
9,005
– – ﹤0.01% 2439
2023
Q4 		$244K Buy
+9,005
New +$228K ﹤0.01% 2355

Other funds holding KJUL

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Janney Montgomery Scott's KJUL Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2025, closing a stake of 7,040 shares — an estimated $218K sold.

Janney Montgomery Scott first reported a position in KJUL in Q4 2023 and held it in 8 quarters. The position peaked at $444K in Q3 2024. 86 funds tracked by Wall St. Rank hold KJUL as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,040 Innovator US Small Cap Power Buffer ETF July shares in Q4 2025, an estimated $218K.
  • Janney Montgomery Scott first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and held it in 8 quarters.
  • Janney Montgomery Scott's Innovator US Small Cap Power Buffer ETF July position peaked at $444K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.