Janney Montgomery Scott
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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
2026
Q2 		$205K Buy
+6,040
New +$202K ﹤0.01% 2979
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

Janney Montgomery Scott's KJUL Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026: 6,040 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2979 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in KJUL as recently as Q3 2025.

Janney Montgomery Scott first reported a position in KJUL in Q4 2023 and has held it in 9 quarters since. The position peaked at $444K in Q3 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Janney Montgomery Scott held 6,040 shares of Innovator US Small Cap Power Buffer ETF July worth $205K as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF July was a new Janney Montgomery Scott position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2979 holding.
  • Janney Montgomery Scott first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
  • Janney Montgomery Scott's Innovator US Small Cap Power Buffer ETF July position peaked at $444K 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.