Kingsview Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Kingsview Wealth Management’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	-9,831	Closed	-$304K	–	1290
2025 Q3	$304K	Sell	9,831 -527	-5%	-$15.9K	﹤0.01%	953
2025 Q2	$302K	Sell	10,358 -607	-6%	-$17K	0.01%	942
2025 Q1	$307K	Buy	10,965 +1,496	+16%	+$43.8K	0.01%	883
2024 Q4	$279K	Sell	9,469 -230	-2%	-$6.8K	0.01%	934
2024 Q3	$283K	Buy	9,699 +251	+3%	+$7.13K	0.01%	906
2024 Q2	$261K	Buy	9,448 +23	+0.2%	+$632	0.01%	886
2024 Q1	$265K	Buy	9,425 +679	+8%	+$18.4K	0.01%	865
2023 Q4	$237K	Buy	8,746 +77	+0.9%	+$1.95K	0.01%	839
2023 Q3	$217K	Buy	+8,669	New	+$223K	0.01%	855

Other funds holding KJUL

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

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

Kingsview Wealth Management's KJUL Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2025, closing a stake of 9,831 shares — an estimated $304K sold.

Kingsview Wealth Management first reported a position in KJUL in Q3 2023 and held it in 9 quarters. The position peaked at $307K in Q1 2025. 86 funds tracked by Wall St. Rank hold KJUL as of Q4 2025.

Kingsview Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 9,831 Innovator US Small Cap Power Buffer ETF July shares in Q4 2025, an estimated $304K.
Kingsview Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and held it in 9 quarters.
Kingsview Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $307K in Q1 2025.
86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.