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KJUL icon

Sunbelt Securities’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Sunbelt Securities’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 		$330K Sell
10,312
-54
-0.5% -$1.74K 0.02% 509
2025
Q4 		$329K Hold
10,366
– – 0.02% 510
2025
Q3 		$321K Sell
10,366
-456
-4% -$13.7K 0.02% 509
2025
Q2 		$319K Buy
10,822
+200
+2% +$5.59K 0.03% 468
2025
Q1 		$297K Sell
10,622
-200
-2% -$5.85K 0.03% 457
2024
Q4 		$318K Sell
10,822
-548
-5% -$16.2K 0.03% 468
2024
Q3 		$331K Sell
11,370
-1,470
-11% -$41.8K 0.03% 454
2024
Q2 		$355K Hold
12,840
– – 0.04% 412
2024
Q1 		$361K Sell
12,840
-3,885
-23% -$105K 0.04% 395
2023
Q4 		$453K Buy
16,725
+493
+3% +$12.5K 0.06% 329
2023
Q3 		$406K Buy
16,232
+620
+4% +$16K 0.06% 332
2023
Q2 		$401K Sell
15,612
-168
-1% -$4.14K 0.06% 325
2023
Q1 		$386K Sell
15,780
-9,353
-37% -$235K 0.06% 306
2022
Q4 		$609K Sell
25,133
-526
-2% -$12.7K 0.12% 215
2022
Q3 		$592K Sell
25,659
-5,949
-19% -$144K 0.13% 204
2022
Q2 		$738K Sell
31,608
-455
-1% -$11.2K 0.16% 169
2022
Q1 		$827K Sell
32,063
-252
-0.8% -$6.41K 0.15% 176
2021
Q4 		$822K Buy
+32,315
New +$857K 0.13% 184
2021
Q2 		– Sell
-17,915
Closed -$474K – 454
2021
Q1 		$474K Sell
17,915
-14,634
-45% -$384K 0.09% 245
2020
Q4 		$840K Buy
32,549
+4,180
+15% +$105K 0.17% 143
2020
Q3 		$697K Buy
+28,369
New +$674K 0.19% 137

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 $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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 $26.4B AUM 21.05% 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 $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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Sunbelt Securities's KJUL Position: Q1 2026 in Review

Sunbelt Securities reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.52% in Q1 2026, selling an estimated $1.74K and leaving 10,312 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #509.

Sunbelt Securities first reported a position in KJUL in Q3 2020 and has held it in 21 quarters since. The position peaked at $840K in Q4 2020. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Sunbelt Securities held 10,312 shares of Innovator US Small Cap Power Buffer ETF July worth $330K as of Q1 2026.
  • Sunbelt Securities sold 54 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $1.74K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #509 holding.
  • Sunbelt Securities first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2020 and has held it in 21 quarters since.
  • Sunbelt Securities's Innovator US Small Cap Power Buffer ETF July position peaked at $840K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.