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

Kestra 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 Q3	$3.2M	Buy	97,131 +34,139	+54%	+$1.15M	0.01%	1146
2026 Q2	$2.14M	Sell	62,992 -32,954	-34%	-$1.1M	0.01%	1305
2026 Q1	$3.07M	Buy	95,946 +16,133	+20%	+$520K	0.01%	1043
2025 Q4	$2.53M	Sell	79,813 -804	-1%	-$25.2K	0.01%	1083
2025 Q3	$2.5M	Sell	80,617 -8,111	-9%	-$244K	0.01%	1037
2025 Q2	$2.59M	Buy	88,728 +13,962	+19%	+$391K	0.01%	948
2025 Q1	$2.09M	Sell	74,766 -18,101	-19%	-$529K	0.01%	964
2024 Q4	$2.73M	Buy	92,867 +11,944	+15%	+$353K	0.01%	838
2024 Q3	$2.36M	Sell	80,923 -3,050	-4%	-$86.7K	0.01%	880
2024 Q2	$2.32M	Buy	83,973 +13,335	+19%	+$366K	0.01%	889
2024 Q1	$1.98M	Buy	70,638 +28,750	+69%	+$778K	0.01%	883
2023 Q4	$1.13M	Buy	41,888 +17,471	+72%	+$442K	0.01%	1056
2023 Q3	$611K	Buy	24,417 +10,166	+71%	+$262K	0.01%	1260
2023 Q2	$366K	Sell	14,251 -6,703	-32%	-$165K	﹤0.01%	1485
2023 Q1	$519K	Hold	20,954	–	–	0.01%	1258
2022 Q4	$508K	Sell	20,954 -300	-1%	-$7.26K	﹤0.01%	1399
2022 Q3	$491K	Sell	21,254 -11,099	-34%	-$269K	0.01%	1325
2022 Q2	$756K	Buy	32,353 +200	+0.6%	+$4.91K	0.01%	1107
2022 Q1	$827K	Sell	32,153 -1,000	-3%	-$25.5K	0.01%	1039
2021 Q4	$877K	Buy	33,153 +3,750	+13%	+$99.4K	0.01%	1043
2021 Q3	$768K	Buy	+29,403	New	+$770K	0.01%	1155

Other funds holding KJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Kestra Advisory Services's KJUL Position: Q3 2026 in Review

Kestra Advisory Services increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 54% in Q3 2026, buying an estimated $1.15M and bringing the position to 97,131 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1146.

Kestra Advisory Services first reported a position in KJUL in Q3 2021 and has held it in 21 quarters since. 60 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Kestra Advisory Services held 97,131 shares of Innovator US Small Cap Power Buffer ETF July worth $3.2M as of Q3 2026.
Kestra Advisory Services bought 34,139 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $1.15M.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1146 holding.
Kestra Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 21 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.