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

PlanVest 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 		$49.8K Hold
1,465
– – 0.03% 225
2026
Q1 		$46.9K Buy
+1,465
New +$47.2K 0.04% 218

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

PlanVest Financial's KJUL Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 1,465 shares worth $49.8K. The position accounts for 0.03% of the portfolio, ranked #225.

PlanVest Financial first reported a position in KJUL in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • PlanVest Financial held 1,465 shares of Innovator US Small Cap Power Buffer ETF July worth $49.8K as of Q2 2026.
  • PlanVest Financial left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF July made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #225 holding.
  • PlanVest Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.