Sigma Planning Corp’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Sigma Planning Corp’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	$220K	Sell	6,476 -501	-7%	-$16.8K	0.01%	1277
2026 Q1	$223K	Sell	6,977 -22	-0.3%	-$709	0.01%	1186
2025 Q4	$222K	Sell	6,999 -2,514	-26%	-$78.6K	0.01%	1169
2025 Q3	$295K	Buy	9,513 +2,490	+35%	+$75K	0.01%	1039
2025 Q2	$205K	Buy	+7,023	New	+$196K	0.01%	1168
2025 Q1	–	Sell	-9,081	Closed	-$267K	–	1251
2024 Q4	$267K	Sell	9,081 -4,285	-32%	-$127K	0.01%	977
2024 Q3	$389K	Buy	+13,366	New	+$380K	0.01%	837

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Sigma Planning Corp's KJUL Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 7.2% in Q2 2026, selling an estimated $16.8K and leaving 6,476 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1277.

Sigma Planning Corp first reported a position in KJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $389K in Q3 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Sigma Planning Corp held 6,476 shares of Innovator US Small Cap Power Buffer ETF July worth $220K as of Q2 2026.
Sigma Planning Corp sold 501 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $16.8K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1277 holding.
Sigma Planning Corp first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Sigma Planning Corp's Innovator US Small Cap Power Buffer ETF July position peaked at $389K in Q3 2024.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.