Wealth Enhancement Advisory Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Wealth Enhancement Advisory Services’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	$2.6M	Buy	86,460 +38,134	+79%	+$1.28M	﹤0.01%	1402
2026 Q1	$1.31M	Sell	48,326 -9,188	-16%	-$296K	﹤0.01%	1647
2025 Q4	$1.85M	Sell	57,514 -348	-0.6%	-$10.9K	﹤0.01%	1558
2025 Q3	$1.8M	Sell	57,862 -1,945	-3%	-$58.6K	﹤0.01%	1509
2025 Q2	$1.77M	Buy	59,807 +26,018	+77%	+$728K	﹤0.01%	1422
2025 Q1	$945K	Sell	33,789 -22,503	-40%	-$658K	﹤0.01%	1625
2024 Q4	$1.66M	Buy	56,292 +1,723	+3%	+$51K	﹤0.01%	1272
2024 Q3	$1.59M	Buy	54,569 +13,640	+33%	+$388K	﹤0.01%	1166
2024 Q2	$1.13M	Sell	40,929 -9,689	-19%	-$266K	﹤0.01%	1219
2024 Q1	$1.42M	Hold	50,618	–	–	﹤0.01%	1095
2023 Q4	$1.37M	Sell	50,618 -205	-0.4%	-$5.18K	﹤0.01%	1035
2023 Q3	$1.27M	Buy	+50,823	New	+$1.31M	﹤0.01%	1007

Other funds holding KJUL

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's KJUL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 79% in Q2 2026, buying an estimated $1.28M and bringing the position to 86,460 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Wealth Enhancement Advisory Services first reported a position in KJUL in Q3 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Wealth Enhancement Advisory Services held 86,460 shares of Innovator US Small Cap Power Buffer ETF July worth $2.6M as of Q2 2026.
Wealth Enhancement Advisory Services bought 38,134 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $1.28M.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1402 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
11 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.