Principal Securities’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Principal Securities’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	$3.05M	Sell	89,914 -519	-0.6%	-$17.4K	0.04%	397
2026 Q1	$2.9M	Sell	90,433 -235	-0.3%	-$7.58K	0.04%	373
2025 Q4	$2.87M	Sell	90,668 -857	-0.9%	-$26.8K	0.04%	358
2025 Q3	$2.83M	Buy	91,525 +22,227	+32%	+$669K	0.05%	347
2025 Q2	$2.02M	Sell	69,298 -810	-1%	-$22.7K	0.04%	408
2025 Q1	$2.06M	Hold	70,108	–	–	0.05%	349
2024 Q4	$2.06M	Sell	70,108 -776	-1%	-$23K	0.05%	345
2024 Q3	$2.06M	Buy	70,884 +8,206	+13%	+$233K	0.05%	335
2024 Q2	$1.73M	Sell	62,678 -3	-0%	-$82	0.05%	333
2024 Q1	$1.76M	Buy	62,681 +65	+0.1%	+$1.76K	0.05%	304
2023 Q4	$1.7M	Buy	+62,616	New	+$1.58M	0.06%	280

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Principal Securities's KJUL Position: Q2 2026 in Review

Principal Securities reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.57% in Q2 2026, selling an estimated $17.4K and leaving 89,914 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #397.

Principal Securities first reported a position in KJUL in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Principal Securities held 89,914 shares of Innovator US Small Cap Power Buffer ETF July worth $3.05M as of Q2 2026.
Principal Securities sold 519 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $17.4K.
Innovator US Small Cap Power Buffer ETF July made up 0.04% of Principal Securities's portfolio in Q2 2026, its #397 holding.
Principal Securities first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.