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Leigh Baldwin & Co’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Leigh Baldwin & Co’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
-11,200
Closed -$347K – 184
2025
Q3 		$347K Hold
11,200
– – 0.2% 122
2025
Q2 		$327K Buy
11,200
+1,500
+15% +$42K 0.22% 117
2025
Q1 		$271K Sell
9,700
-900
-8% -$26.3K 0.22% 129
2024
Q4 		$312K Buy
+10,600
New +$314K 0.26% 109

Other funds holding KJUL

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Cetera Investment Advisers
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
PS
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

Leigh Baldwin & Co's KJUL Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2025, closing a stake of 11,200 shares — an estimated $347K sold.

Leigh Baldwin & Co first reported a position in KJUL in Q4 2024 and held it in 4 quarters. The position peaked at $347K in Q3 2025. 86 funds tracked by Wall St. Rank hold KJUL as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 11,200 Innovator US Small Cap Power Buffer ETF July shares in Q4 2025, an estimated $347K.
  • Leigh Baldwin & Co first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Innovator US Small Cap Power Buffer ETF July position peaked at $347K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.