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

Outlook Wealth 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
2026 Q1	$296K	Sell	9,248 -3,121	-25%	-$101K	0.07%	255
2025 Q4	$392K	Sell	12,369 -342	-3%	-$10.7K	0.09%	194
2025 Q3	$394K	Hold	12,711	–	–	0.1%	189
2025 Q2	$371K	Hold	12,711	–	–	0.1%	202
2025 Q1	$355K	Hold	12,711	–	–	0.1%	199
2024 Q4	$374K	Hold	12,711	–	–	0.11%	192
2024 Q3	$370K	Hold	12,711	–	–	0.11%	184
2024 Q2	$252K	Hold	12,711	–	–	0.08%	239
2024 Q1	$357K	Sell	12,711 -959	-7%	-$25.9K	0.11%	179
2023 Q4	$370K	Hold	13,670	–	–	0.13%	147
2023 Q3	$342K	Buy	13,670 +1,160	+9%	+$29.9K	0.13%	152
2023 Q2	$321K	Hold	12,510	–	–	0.12%	156
2023 Q1	$310K	Hold	12,510	–	–	0.14%	151
2022 Q4	$303K	Hold	12,510	–	–	0.14%	131
2022 Q3	$289K	Sell	12,510 -1,910	-13%	-$46.2K	0.13%	148
2022 Q2	$337K	Sell	14,420 -3,428	-19%	-$84.2K	0.14%	146
2022 Q1	$459K	Hold	17,848	–	–	0.15%	142
2021 Q4	$472K	Hold	17,848	–	–	0.14%	144
2021 Q3	$466K	Buy	+17,848	New	+$467K	0.15%	150

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Outlook Wealth Advisors's KJUL Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 25% in Q1 2026, selling an estimated $101K and leaving 9,248 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #255.

Outlook Wealth Advisors first reported a position in KJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $472K in Q4 2021. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Outlook Wealth Advisors held 9,248 shares of Innovator US Small Cap Power Buffer ETF July worth $296K as of Q1 2026.
Outlook Wealth Advisors sold 3,121 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $101K.
Innovator US Small Cap Power Buffer ETF July made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #255 holding.
Outlook Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Outlook Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $472K in Q4 2021.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.