LPL Financial
KJUL icon

LPL Financial’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

LPL Financial’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 		$3.39M Buy
102,923
+14,670
+17% +$495K ﹤0.01% 3235
2026
Q2 		$3M Buy
88,253
+28,377
+47% +$949K ﹤0.01% 3300
2026
Q1 		$1.92M Buy
59,876
+1,758
+3% +$56.7K ﹤0.01% 3548
2025
Q4 		$1.84M Buy
58,118
+11,028
+23% +$345K ﹤0.01% 3494
2025
Q3 		$1.46M Buy
47,090
+5,199
+12% +$157K ﹤0.01% 3628
2025
Q2 		$1.22M Buy
41,891
+11,654
+39% +$326K ﹤0.01% 3569
2025
Q1 		$846K Sell
30,237
-1,014
-3% -$29.7K ﹤0.01% 3695
2024
Q4 		$920K Sell
31,251
-1,335
-4% -$39.5K ﹤0.01% 3560
2024
Q3 		$949K Buy
32,586
+2,593
+9% +$73.7K ﹤0.01% 3452
2024
Q2 		$829K Buy
29,993
+9,910
+49% +$272K ﹤0.01% 3432
2024
Q1 		$564K Buy
20,083
+2,732
+16% +$73.9K ﹤0.01% 3674
2023
Q4 		$470K Buy
+17,351
New +$439K ﹤0.01% 3717

Other funds holding KJUL

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial's KJUL Position: Q3 2026 in Review

LPL Financial increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 17% in Q3 2026, buying an estimated $495K and bringing the position to 102,923 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

LPL Financial first reported a position in KJUL in Q4 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

  • LPL Financial held 102,923 shares of Innovator US Small Cap Power Buffer ETF July worth $3.39M as of Q3 2026.
  • LPL Financial bought 14,670 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $495K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3235 holding.
  • LPL Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 12 quarters since.
  • 64 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.