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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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Phoenix Financial's KJUL Position: Q1 2026 in Review

Phoenix Financial reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 5.5% in Q1 2026, selling an estimated $12.9K and leaving 6,915 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Phoenix Financial first reported a position in KJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Phoenix Financial held 6,915 shares of Innovator US Small Cap Power Buffer ETF July worth $221K as of Q1 2026.
  • Phoenix Financial sold 400 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $12.9K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #444 holding.
  • Phoenix Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Phoenix Financial's Innovator US Small Cap Power Buffer ETF July position peaked at $231K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.