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 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's KJUL Position: Q1 2026 in Review

Principal Securities reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.26% in Q1 2026, selling an estimated $7.58K and leaving 90,433 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #373.

Principal Securities first reported a position in KJUL in Q4 2023 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Principal Securities held 90,433 shares of Innovator US Small Cap Power Buffer ETF July worth $2.9M as of Q1 2026.
Principal Securities sold 235 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $7.58K.
Innovator US Small Cap Power Buffer ETF July made up 0.04% of Principal Securities's portfolio in Q1 2026, its #373 holding.
Principal Securities first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.