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Phoenix Financial’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Phoenix 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
Q2 		– Sell
-6,915
Closed -$221K – 553
2026
Q1 		$221K Sell
6,915
-400
-5% -$12.9K ﹤0.01% 444
2025
Q4 		$231K Hold
7,315
– – ﹤0.01% 422
2025
Q3 		$226K Buy
+7,315
New +$220K ﹤0.01% 430

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

Phoenix Financial's KJUL Position: Q2 2026 in Review

Phoenix Financial sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026, closing a stake of 6,915 shares — an estimated $221K sold.

Phoenix Financial first reported a position in KJUL in Q3 2025 and held it in 3 quarters. The position peaked at $231K in Q4 2025. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • Phoenix Financial reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 6,915 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $221K.
  • Phoenix Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2025 and held it in 3 quarters.
  • Phoenix Financial's Innovator US Small Cap Power Buffer ETF July position peaked at $231K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.