Whipplewood Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Whipplewood Advisors’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	–	Sell	-393	Closed	-$12.6K	–	869
2026 Q1	$12.6K	Hold	393	–	–	0.01%	452
2025 Q4	$12.5K	Hold	393	–	–	0.01%	267
2025 Q3	$12.2K	Hold	393	–	–	0.01%	263
2025 Q2	$11.5K	Sell	393 -1,671	-81%	-$46.7K	0.01%	549
2025 Q1	$11K	Buy	2,064 +1,671	+425%	+$48.9K	0.01%	547
2024 Q4	$11.6K	Buy	+393	New	+$11.6K	0.01%	530

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

Whipplewood Advisors's KJUL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2026, closing a stake of 393 shares — an estimated $12.6K sold.

Whipplewood Advisors first reported a position in KJUL in Q4 2024 and held it in 6 quarters. The position peaked at $12.6K in Q1 2026. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Whipplewood Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 393 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $12.6K.
Whipplewood Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $12.6K in Q1 2026.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.