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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

LPL Financial's KJUL Position: Q1 2026 in Review

LPL Financial increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 3% in Q1 2026, buying an estimated $56.7K and bringing the position to 59,876 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

LPL Financial first reported a position in KJUL in Q4 2023 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • LPL Financial held 59,876 shares of Innovator US Small Cap Power Buffer ETF July worth $1.92M as of Q1 2026.
  • LPL Financial bought 1,758 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $56.7K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3548 holding.
  • LPL Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.