Spire Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Spire Wealth Management’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	$7.08K	Hold	208	–	–	﹤0.01%	1740
2026 Q1	$6.68K	Hold	208	–	–	﹤0.01%	1750
2025 Q4	$6.61K	Hold	208	–	–	﹤0.01%	1849
2025 Q3	$6.45K	Hold	208	–	–	﹤0.01%	1896
2025 Q2	$6.09K	Hold	208	–	–	﹤0.01%	1890
2025 Q1	$5.83K	Hold	208	–	–	﹤0.01%	2014
2024 Q4	$6.14K	Hold	208	–	–	﹤0.01%	1989
2024 Q3	$6.07K	Buy	+208	New	+$5.91K	﹤0.01%	1776

Other funds holding KJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Spire Wealth Management's KJUL Position: Q2 2026 in Review

Spire Wealth Management held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 208 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Spire Wealth Management first reported a position in KJUL in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Spire Wealth Management held 208 shares of Innovator US Small Cap Power Buffer ETF July worth $7.08K as of Q2 2026.
Spire Wealth Management left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1740 holding.
Spire Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.