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 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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Sigma Planning Corp's KJUL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.31% in Q1 2026, selling an estimated $709 and leaving 6,977 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1186.

Sigma Planning Corp first reported a position in KJUL in Q3 2024 and has held it in 6 quarters since. The position peaked at $389K in Q3 2024. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Sigma Planning Corp held 6,977 shares of Innovator US Small Cap Power Buffer ETF July worth $223K as of Q1 2026.
Sigma Planning Corp sold 22 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $709.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1186 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 6 quarters since.
Sigma Planning Corp's Innovator US Small Cap Power Buffer ETF July position peaked at $389K in Q3 2024.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.