U.S. Capital Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

U.S. Capital Wealth Advisors’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	$272K	Sell	8,481 -430	-5%	-$13.9K	0.01%	858
2025 Q4	$282K	Sell	8,911 -1,399	-14%	-$43.8K	0.01%	826
2025 Q3	$319K	Buy	10,310 +1,168	+13%	+$35.2K	0.01%	754
2025 Q2	$267K	Sell	9,142 -392	-4%	-$11K	0.01%	755
2025 Q1	$267K	Sell	9,534 -609	-6%	-$17.8K	0.01%	730
2024 Q4	$299K	Sell	10,143 -1,250	-11%	-$37K	0.01%	686
2024 Q3	$332K	Buy	11,393 +2,547	+29%	+$72.4K	0.01%	564
2024 Q2	$245K	Sell	8,846 -232	-3%	-$6.38K	0.01%	606
2024 Q1	$255K	Hold	9,078	–	–	0.01%	601
2023 Q4	$246K	Sell	9,078 -161	-2%	-$4.07K	0.01%	592
2023 Q3	$231K	Buy	+9,239	New	+$238K	0.01%	564

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's KJUL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 4.8% in Q1 2026, selling an estimated $13.9K and leaving 8,481 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #858.

U.S. Capital Wealth Advisors first reported a position in KJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $332K in Q3 2024. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

U.S. Capital Wealth Advisors held 8,481 shares of Innovator US Small Cap Power Buffer ETF July worth $272K as of Q1 2026.
U.S. Capital Wealth Advisors sold 430 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $13.9K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #858 holding.
U.S. Capital Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $332K in Q3 2024.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.