William Blair & Company’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

William Blair & Company’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	$2.19M	Sell	68,387 -450	-0.7%	-$14.5K	0.01%	709
2025 Q4	$2.18M	Sell	68,837 -2,340	-3%	-$73.2K	0.01%	721
2025 Q3	$2.2M	Hold	71,177	–	–	0.01%	708
2025 Q2	$2.08M	Sell	71,177 -710	-1%	-$19.9K	0.01%	706
2025 Q1	$2.01M	Sell	71,887 -1,595	-2%	-$46.7K	0.01%	713
2024 Q4	$2.16M	Sell	73,482 -1,679	-2%	-$49.7K	0.01%	695
2024 Q3	$2.19M	Buy	75,161 +32,362	+76%	+$920K	0.01%	684
2024 Q2	$1.18M	Hold	42,799	–	–	﹤0.01%	827
2024 Q1	$1.2M	Hold	42,799	–	–	﹤0.01%	812
2023 Q4	$1.16M	Hold	42,799	–	–	﹤0.01%	812
2023 Q3	$1.07M	Buy	+42,799	New	+$1.1M	﹤0.01%	811

Other funds holding KJUL

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

William Blair & Company's KJUL Position: Q1 2026 in Review

William Blair & Company reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.65% in Q1 2026, selling an estimated $14.5K and leaving 68,387 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #709.

William Blair & Company first reported a position in KJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q3 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

William Blair & Company held 68,387 shares of Innovator US Small Cap Power Buffer ETF July worth $2.19M as of Q1 2026.
William Blair & Company sold 450 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $14.5K.
Innovator US Small Cap Power Buffer ETF July made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #709 holding.
William Blair & Company first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
William Blair & Company's Innovator US Small Cap Power Buffer ETF July position peaked at $2.2M in Q3 2025.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.