O'Donnell Financial Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

O'Donnell Financial Services’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	$1.16M	Sell	34,222 -843	-2%	-$28.2K	0.34%	32
2026 Q1	$1.12M	Sell	35,065 -767	-2%	-$24.7K	0.39%	29
2025 Q4	$1.14M	Sell	35,832 -1,450	-4%	-$45.4K	0.39%	27
2025 Q3	$1.15M	Sell	37,282 -11,904	-24%	-$358K	0.41%	29
2025 Q2	$1.44M	Sell	49,186 -2,652	-5%	-$74.2K	0.55%	26
2025 Q1	$1.45M	Sell	51,838 -594,554	-92%	-$17.4M	0.6%	24
2024 Q4	$22.6M	Buy	646,392 +589,865	+1,044%	+$17.5M	9.46%	3
2024 Q3	$1.65M	Sell	56,527 -2,305	-4%	-$65.5K	0.67%	22
2024 Q2	$1.63M	Sell	58,832 -761	-1%	-$20.9K	0.72%	19
2024 Q1	$1.67M	Sell	59,593 -8,935	-13%	-$242K	0.77%	18
2023 Q4	$1.86M	Sell	68,528 -77,972	-53%	-$1.97M	0.93%	18
2023 Q3	$3.67M	Buy	+146,500	New	+$3.77M	2.04%	10

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

O'Donnell Financial Services's KJUL Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2.4% in Q2 2026, selling an estimated $28.2K and leaving 34,222 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #32.

O'Donnell Financial Services first reported a position in KJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.6M in Q4 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

O'Donnell Financial Services held 34,222 shares of Innovator US Small Cap Power Buffer ETF July worth $1.16M as of Q2 2026.
O'Donnell Financial Services sold 843 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $28.2K.
Innovator US Small Cap Power Buffer ETF July made up 0.34% of O'Donnell Financial Services's portfolio in Q2 2026, its #32 holding.
O'Donnell Financial Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
O'Donnell Financial Services's Innovator US Small Cap Power Buffer ETF July position peaked at $22.6M in Q4 2024.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.