UBS Group
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UBS Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

UBS Group’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 		$16K Buy
501
+357
+248% +$11.5K ﹤0.01% 8088
2025
Q4 		$4.57K Buy
144
+64
+80% +$2K ﹤0.01% 8811
2025
Q3 		$2.48K Sell
80
-12,761
-99% -$384K ﹤0.01% 9167
2025
Q2 		$375K Buy
12,841
+5,287
+70% +$148K ﹤0.01% 6251
2025
Q1 		$211K Buy
+7,554
New +$221K ﹤0.01% 6523
2024
Q2 		– Sell
-1,409
Closed -$39.6K – 9826
2024
Q1 		$39.6K Buy
+1,409
New +$38.1K ﹤0.01% 6615
2023
Q4 		– Sell
-445
Closed -$11.1K – 9619
2023
Q3 		$11.1K Buy
+445
New +$11.5K ﹤0.01% 7074
2023
Q2 		– Sell
-4,395
Closed -$109K – 9288
2023
Q1 		$109K Buy
4,395
+405
+10% +$10.2K ﹤0.01% 5855
2022
Q4 		$96.7K Buy
+3,990
New +$96.6K ﹤0.01% 6139
2022
Q1 		– Sell
-973
Closed -$26K – 10588
2021
Q4 		$26K Buy
+973
New +$25.8K ﹤0.01% 7540
2021
Q2 		– Sell
-1,160
Closed -$31K – 9603
2021
Q1 		$31K Sell
1,160
-172
-13% -$4.51K ﹤0.01% 6985
2020
Q4 		$34K Buy
+1,332
New +$33.5K ﹤0.01% 6530

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

UBS Group's KJUL Position: Q1 2026 in Review

UBS Group increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 248% in Q1 2026, buying an estimated $11.5K and bringing the position to 501 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #8088.

UBS Group first reported a position in KJUL in Q4 2020 and has held it in 12 quarters since. The position peaked at $375K in Q2 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • UBS Group held 501 shares of Innovator US Small Cap Power Buffer ETF July worth $16K as of Q1 2026.
  • UBS Group bought 357 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $11.5K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8088 holding.
  • UBS Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2020 and has held it in 12 quarters since.
  • UBS Group's Innovator US Small Cap Power Buffer ETF July position peaked at $375K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.