Truist Financial
KJUL icon

Truist Financial’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Truist Financial’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 		$885K Sell
27,635
-5
-0% -$161 ﹤0.01% 1766
2025
Q4 		$876K Sell
27,640
-745
-3% -$23.3K ﹤0.01% 1731
2025
Q3 		$879K Buy
28,385
+3,431
+14% +$103K ﹤0.01% 1737
2025
Q2 		$729K Sell
24,954
-122
-0.5% -$3.41K ﹤0.01% 1759
2025
Q1 		$701K Sell
25,076
-429
-2% -$12.5K ﹤0.01% 1693
2024
Q4 		$751K Sell
25,505
-298
-1% -$8.82K ﹤0.01% 1681
2024
Q3 		$752K Buy
25,803
+8,700
+51% +$247K ﹤0.01% 1671
2024
Q2 		$473K Buy
17,103
+4,440
+35% +$122K ﹤0.01% 2008
2024
Q1 		$356K Sell
12,663
-5,664
-31% -$153K ﹤0.01% 2200
2023
Q4 		$496K Buy
18,327
+1,145
+7% +$28.9K ﹤0.01% 1971
2023
Q3 		$430K Buy
17,182
+1,986
+13% +$51.1K ﹤0.01% 1999
2023
Q2 		$390K Buy
15,196
+294
+2% +$7.25K ﹤0.01% 2106
2023
Q1 		$369K Hold
14,902
– – ﹤0.01% 2155
2022
Q4 		$361K Hold
14,902
– – ﹤0.01% 2165
2022
Q3 		$344K Buy
14,902
+1,328
+10% +$32.1K ﹤0.01% 2016
2022
Q2 		$317K Hold
13,574
– – ﹤0.01% 2182
2022
Q1 		$349K Sell
13,574
-232
-2% -$5.91K ﹤0.01% 2209
2021
Q4 		$365K Sell
13,806
-1,506
-10% -$39.9K ﹤0.01% 2227
2021
Q3 		$400K Buy
+15,312
New +$401K ﹤0.01% 2139

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

Truist Financial's KJUL Position: Q1 2026 in Review

Truist Financial reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.02% in Q1 2026, selling an estimated $161 and leaving 27,635 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Truist Financial first reported a position in KJUL in Q3 2021 and has held it in 19 quarters since. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Truist Financial held 27,635 shares of Innovator US Small Cap Power Buffer ETF July worth $885K as of Q1 2026.
  • Truist Financial sold 5 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $161.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1766 holding.
  • Truist Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.