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Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Valtinson Bruner Financial Planning’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 		$322K Hold
10,057
– – 0.09% 113
2025
Q4 		$319K Hold
10,057
– – 0.09% 114
2025
Q3 		$311K Hold
10,057
– – 0.09% 115
2025
Q2 		$294K Sell
10,057
-1,284
-11% -$35.9K 0.09% 113
2025
Q1 		$317K Sell
11,341
-4
-0% -$117 0.11% 97
2024
Q4 		$334K Sell
11,345
-3
-0% -$89 0.12% 105
2024
Q3 		$331K Sell
11,348
-5,689
-33% -$162K 0.12% 102
2024
Q2 		$471K Hold
17,037
– – 0.19% 84
2024
Q1 		$478K Hold
17,037
– – 0.2% 78
2023
Q4 		$461K Buy
17,037
+385
+2% +$9.73K 0.24% 79
2023
Q3 		$417K Buy
16,652
+988
+6% +$25.4K 0.23% 81
2023
Q2 		$402K Buy
15,664
+167
+1% +$4.12K 0.22% 81
2023
Q1 		$384K Hold
15,497
– – 0.22% 83
2022
Q4 		$389K Hold
15,497
– – 0.22% 81
2022
Q3 		$358K Buy
+15,497
New +$375K 0.22% 72
2021
Q1 		– Sell
-178,163
Closed -$4.64M – 90
2020
Q4 		$4.64M Sell
178,163
-3,404
-2% -$85.6K 2.91% 9
2020
Q3 		$4.4M Buy
+181,567
New +$4.32M 3.09% 8

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

Valtinson Bruner Financial Planning's KJUL Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q1 2026 at 10,057 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #113.

Valtinson Bruner Financial Planning first reported a position in KJUL in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.64M in Q4 2020. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Valtinson Bruner Financial Planning held 10,057 shares of Innovator US Small Cap Power Buffer ETF July worth $322K as of Q1 2026.
  • Valtinson Bruner Financial Planning left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF July made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #113 holding.
  • Valtinson Bruner Financial Planning first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2020 and has held it in 17 quarters since.
  • Valtinson Bruner Financial Planning's Innovator US Small Cap Power Buffer ETF July position peaked at $4.64M in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.