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

TopTier 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 		– Sell
-537
Closed -$17.2K – 449
2026
Q1 		$17.2K Buy
+537
New +$17.3K 0.01% 306

Other funds holding KJUL

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TopTier Wealth Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026, closing a stake of 537 shares — an estimated $17.2K sold.

TopTier Wealth Management first reported a position in KJUL in Q1 2026 and held it in 1 quarter. The position peaked at $17.2K in Q1 2026. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 537 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $17.2K.
  • TopTier Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $17.2K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.