Keating Financial Advisory Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Keating Financial Advisory Services’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	$431K	Sell	13,451 -1,121	-8%	-$36.1K	0.07%	193
2025 Q4	$462K	Buy	+14,572	New	+$456K	0.06%	226

Other funds holding KJUL

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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

Keating Financial Advisory Services's KJUL Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 7.7% in Q1 2026, selling an estimated $36.1K and leaving 13,451 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #193.

Keating Financial Advisory Services first reported a position in KJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $462K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Keating Financial Advisory Services held 13,451 shares of Innovator US Small Cap Power Buffer ETF July worth $431K as of Q1 2026.
Keating Financial Advisory Services sold 1,121 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $36.1K.
Innovator US Small Cap Power Buffer ETF July made up 0.07% of Keating Financial Advisory Services's portfolio in Q1 2026, its #193 holding.
Keating Financial Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Innovator US Small Cap Power Buffer ETF July position peaked at $462K in Q4 2025.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.