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 Q3	$235K	Buy	7,146 +670	+10%	+$22.6K	0.01%	1169
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Sigma Planning Corp's KJUL Position: Q3 2026 in Review

Sigma Planning Corp increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 10% in Q3 2026, buying an estimated $22.6K and bringing the position to 7,146 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #1169.

Sigma Planning Corp first reported a position in KJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q3 2024. 30 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Sigma Planning Corp held 7,146 shares of Innovator US Small Cap Power Buffer ETF July worth $235K as of Q3 2026.
Sigma Planning Corp bought 670 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $22.6K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1169 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 8 quarters since.
Sigma Planning Corp's Innovator US Small Cap Power Buffer ETF July position peaked at $389K in Q3 2024.
30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.