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

Raymond James 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 		$2.13M Sell
66,444
-6,502
-9% -$210K ﹤0.01% 3314
2025
Q4 		$2.31M Sell
72,946
-106
-0.1% -$3.32K ﹤0.01% 3154
2025
Q3 		$2.26M Buy
73,052
+24,182
+49% +$728K ﹤0.01% 3083
2025
Q2 		$1.43M Sell
48,870
-8,826
-15% -$247K ﹤0.01% 3331
2025
Q1 		$1.61M Sell
57,696
-1,915
-3% -$56K ﹤0.01% 3146
2024
Q4 		$1.75M Buy
+59,611
New +$1.76M ﹤0.01% 3060

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 $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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 $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Raymond James Financial's KJUL Position: Q1 2026 in Review

Raymond James Financial reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 8.9% in Q1 2026, selling an estimated $210K and leaving 66,444 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Raymond James Financial first reported a position in KJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Raymond James Financial held 66,444 shares of Innovator US Small Cap Power Buffer ETF July worth $2.13M as of Q1 2026.
  • Raymond James Financial sold 6,502 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $210K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3314 holding.
  • Raymond James Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Innovator US Small Cap Power Buffer ETF July position peaked at $2.31M 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.