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

Todd 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 Q3	$596K	Sell	18,116 -5,782	-24%	-$195K	0.45%	50
2026 Q2	$812K	Hold	23,898	–	–	0.62%	37
2026 Q1	$765K	Hold	23,898	–	–	0.7%	39
2025 Q4	$758K	Buy	+23,898	New	+$748K	0.69%	41

Other funds holding KJUL

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

Cornerstone Wealth Greeneville, Tennessee $209M AUM

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

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

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

Todd Wealth Management's KJUL Position: Q3 2026 in Review

Todd Wealth Management reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 24% in Q3 2026, selling an estimated $195K and leaving 18,116 shares worth $596K. The position accounts for 0.45% of the portfolio, ranked #50.

Todd Wealth Management first reported a position in KJUL in Q4 2025 and has held it in 4 quarters since. The position peaked at $812K in Q2 2026. 38 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Todd Wealth Management held 18,116 shares of Innovator US Small Cap Power Buffer ETF July worth $596K as of Q3 2026.
Todd Wealth Management sold 5,782 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $195K.
Innovator US Small Cap Power Buffer ETF July made up 0.45% of Todd Wealth Management's portfolio in Q3 2026, its #50 holding.
Todd Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $812K in Q2 2026.
38 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.