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

Long Island 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
2026 Q2	$1.81M	Buy	53,197 +8,683	+20%	+$291K	0.75%	31
2026 Q1	$1.43M	Sell	44,514 -1,372	-3%	-$44.2K	0.66%	33
2025 Q4	$1.45M	Buy	45,886 +1,100	+2%	+$34.4K	0.69%	32
2025 Q3	$1.39M	Buy	44,786 +2,530	+6%	+$76.2K	0.68%	32
2025 Q2	$1.23M	Buy	42,256 +9,509	+29%	+$266K	0.64%	34
2025 Q1	$916K	Hold	32,747	–	–	0.56%	40
2024 Q4	$964K	Sell	32,747 -2,720	-8%	-$80.5K	0.6%	39
2024 Q3	$1.03M	Buy	35,467 +365	+1%	+$10.4K	0.68%	34
2024 Q2	$970K	Sell	35,102 -11,421	-25%	-$314K	0.68%	34
2024 Q1	$1.31M	Sell	46,523 -9,715	-17%	-$263K	0.92%	29
2023 Q4	$1.52M	Buy	+56,238	New	+$1.42M	1.09%	24

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Long Island Wealth Management's KJUL Position: Q2 2026 in Review

Long Island Wealth Management increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 20% in Q2 2026, buying an estimated $291K and bringing the position to 53,197 shares worth $1.81M. The position accounts for 0.75% of the portfolio, ranked #31.

Long Island Wealth Management first reported a position in KJUL in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Long Island Wealth Management held 53,197 shares of Innovator US Small Cap Power Buffer ETF July worth $1.81M as of Q2 2026.
Long Island Wealth Management bought 8,683 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $291K.
Innovator US Small Cap Power Buffer ETF July made up 0.75% of Long Island Wealth Management's portfolio in Q2 2026, its #31 holding.
Long Island Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.