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

Wealth Alliance’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	$546K	Hold	16,074	–	–	0.05%	303
2026 Q1	$515K	Sell	16,074 -172	-1%	-$5.55K	0.05%	293
2025 Q4	$515K	Hold	16,246	–	–	0.05%	293
2025 Q3	$503K	Buy	16,246 +1,199	+8%	+$36.1K	0.05%	301
2025 Q2	$439K	Hold	15,047	–	–	0.05%	327
2025 Q1	$421K	Sell	15,047 -2,150	-13%	-$62.9K	0.05%	315
2024 Q4	$506K	Hold	17,197	–	–	0.06%	260
2024 Q3	$501K	Buy	17,197 +4,377	+34%	+$124K	0.06%	264
2024 Q2	$354K	Buy	12,820 +2,835	+28%	+$77.9K	0.05%	337
2024 Q1	$280K	Hold	9,985	–	–	0.04%	416
2023 Q4	$270K	Hold	9,985	–	–	0.04%	411
2023 Q3	$250K	Buy	+9,985	New	+$257K	0.04%	405

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Alliance's KJUL Position: Q2 2026 in Review

Wealth Alliance held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2026 at 16,074 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #303.

Wealth Alliance first reported a position in KJUL in Q3 2023 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Wealth Alliance held 16,074 shares of Innovator US Small Cap Power Buffer ETF July worth $546K as of Q2 2026.
Wealth Alliance left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #303 holding.
Wealth Alliance first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.