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PFS Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

PFS Partners’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 		$304K Sell
8,945
-202
-2% -$6.76K 0.12% 80
2026
Q1 		$293K Hold
9,147
– – 0.13% 67
2025
Q4 		$290K Hold
9,147
– – 0.13% 64
2025
Q3 		$283K Buy
9,147
+3,235
+55% +$97.4K 0.13% 59
2025
Q2 		$173K Buy
5,912
+4,605
+352% +$129K 0.09% 76
2025
Q1 		$36.6K Buy
1,307
+125
+11% +$3.66K 0.02% 167
2024
Q4 		$34.8K Sell
1,182
-100
-8% -$2.96K 0.02% 166
2024
Q3 		$37.3K Buy
1,282
+100
+8% +$2.84K 0.02% 155
2024
Q2 		$32.7K Hold
1,182
– – 0.02% 157
2024
Q1 		$33.2K Sell
1,182
-189,739
-99% -$5.13M 0.02% 160
2023
Q4 		$5.17M Buy
190,921
+219
+0.1% +$5.54K 3.54% 14
2023
Q3 		$4.77M Buy
190,702
+190,677
+762,708% +$4.91M 4.21% 9
2023
Q2 		$643 Buy
+25
New +$616 ﹤0.01% 453

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

PFS Partners's KJUL Position: Q2 2026 in Review

PFS Partners reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2.2% in Q2 2026, selling an estimated $6.76K and leaving 8,945 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #80.

PFS Partners first reported a position in KJUL in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.17M in Q4 2023. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • PFS Partners held 8,945 shares of Innovator US Small Cap Power Buffer ETF July worth $304K as of Q2 2026.
  • PFS Partners sold 202 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $6.76K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.12% of PFS Partners's portfolio in Q2 2026, its #80 holding.
  • PFS Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
  • PFS Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $5.17M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.