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Mutual Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Mutual Advisors’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
-7,571
Closed -$236K – 1317
2025
Q3 		$236K Buy
+7,571
New +$228K 0.01% 1156

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

Mutual Advisors's KJUL Position: Q4 2025 in Review

Mutual Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2025, closing a stake of 7,571 shares — an estimated $236K sold.

Mutual Advisors first reported a position in KJUL in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 86 funds tracked by Wall St. Rank hold KJUL as of Q4 2025.

  • Mutual Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 7,571 Innovator US Small Cap Power Buffer ETF July shares in Q4 2025, an estimated $236K.
  • Mutual Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Mutual Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $236K 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 Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.