WealthGarden F.S.’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

WealthGarden F.S.’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
2025 Q4	–	Sell	-10,621	Closed	-$332K	–	162
2025 Q3	$332K	Sell	10,621 -56	-0.5%	-$1.69K	0.24%	105
2025 Q2	$314K	Sell	10,677 -786	-7%	-$22K	0.26%	96
2025 Q1	$321K	Hold	11,463	–	–	0.31%	94
2024 Q4	$337K	Sell	11,463 -1,659	-13%	-$49.1K	0.32%	89
2024 Q3	$382K	Buy	+13,122	New	+$373K	0.37%	78

Other funds holding KJUL

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CSP

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

WealthGarden F.S.'s KJUL Position: Q4 2025 in Review

WealthGarden F.S. sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2025, closing a stake of 10,621 shares — an estimated $332K sold.

WealthGarden F.S. first reported a position in KJUL in Q3 2024 and held it in 5 quarters. The position peaked at $382K in Q3 2024. 86 funds tracked by Wall St. Rank hold KJUL as of Q4 2025.

WealthGarden F.S. reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
WealthGarden F.S. sold 10,621 Innovator US Small Cap Power Buffer ETF July shares in Q4 2025, an estimated $332K.
WealthGarden F.S. first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and held it in 5 quarters.
WealthGarden F.S.'s Innovator US Small Cap Power Buffer ETF July position peaked at $382K in Q3 2024.
86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2025.

Based on WealthGarden F.S.'s 13F filing for Q4 2025, filed 11 Feb 2026.