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Keystone Wealth Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Keystone Wealth 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 		– Sell
-5,165
Closed -$214K – 311
2025
Q4 		$214K Buy
+5,165
New +$162K 0.05% 236

Other funds holding KJUL

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Keystone Wealth Services's KJUL Position: Q1 2026 in Review

Keystone Wealth Services sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2026, closing a stake of 5,165 shares — an estimated $214K sold.

Keystone Wealth Services first reported a position in KJUL in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Keystone Wealth Services reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 5,165 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $214K.
  • Keystone Wealth Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Innovator US Small Cap Power Buffer ETF July position peaked at $214K 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 Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.