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Steward Partners Investment Advisory’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Steward Partners Investment Advisory’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 		$41.1K Sell
1,282
-8,241
-87% -$266K ﹤0.01% 2885
2025
Q4 		$302K Buy
9,523
+64
+0.7% +$2K ﹤0.01% 1710
2025
Q3 		$293K Buy
9,459
+6,761
+251% +$204K ﹤0.01% 1668
2025
Q2 		$78.8K Buy
2,698
+377
+16% +$10.5K ﹤0.01% 2242
2025
Q1 		$64.9K Sell
2,321
-843
-27% -$24.7K ﹤0.01% 2245
2024
Q4 		$93.1K Buy
3,164
+1,367
+76% +$40.4K ﹤0.01% 2018
2024
Q3 		$52.3K Sell
1,797
-4,500
-71% -$128K ﹤0.01% 2213
2024
Q2 		$174K Buy
6,297
+4,465
+244% +$123K ﹤0.01% 1514
2024
Q1 		$51.4K Hold
1,832
– – ﹤0.01% 2098
2023
Q4 		$49.6K Sell
1,832
-1,500
-45% -$37.9K ﹤0.01% 2001
2023
Q3 		$83.4K Sell
3,332
-388
-10% -$9.99K ﹤0.01% 1663
2023
Q2 		$95.6K Buy
+3,720
New +$91.7K ﹤0.01% 1600

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 $6.82B AUM 17.15% 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 $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Steward Partners Investment Advisory's KJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 87% in Q1 2026, selling an estimated $266K and leaving 1,282 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Steward Partners Investment Advisory first reported a position in KJUL in Q2 2023 and has held it in 12 quarters since. The position peaked at $302K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,282 shares of Innovator US Small Cap Power Buffer ETF July worth $41.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 8,241 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $266K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2885 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Innovator US Small Cap Power Buffer ETF July position peaked at $302K 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.