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

Winnow Wealth’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	$206K	Sell	6,442 -879	-12%	-$28.3K	0.16%	120
2025 Q4	$234K	Sell	7,321 -1,041	-12%	-$32.6K	0.17%	98
2025 Q3	$259K	Buy	+8,362	New	+$252K	0.2%	98
2025 Q2	–	Sell	-8,517	Closed	-$238K	–	441
2025 Q1	$238K	Sell	8,517 -486	-5%	-$14.2K	0.22%	92
2024 Q4	$264K	Buy	+9,003	New	+$266K	0.26%	87

Other funds holding KJUL

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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 $26.4B AUM 21.05% 1-Year Est. Return

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

RCWM

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Winnow Wealth's KJUL Position: Q1 2026 in Review

Winnow Wealth reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 12% in Q1 2026, selling an estimated $28.3K and leaving 6,442 shares worth $206K. The position accounts for 0.16% of the portfolio, ranked #120.

Winnow Wealth first reported a position in KJUL in Q4 2024 and has held it in 5 quarters since. The position peaked at $264K in Q4 2024. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Winnow Wealth held 6,442 shares of Innovator US Small Cap Power Buffer ETF July worth $206K as of Q1 2026.
Winnow Wealth sold 879 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $28.3K.
Innovator US Small Cap Power Buffer ETF July made up 0.16% of Winnow Wealth's portfolio in Q1 2026, its #120 holding.
Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's Innovator US Small Cap Power Buffer ETF July position peaked at $264K in Q4 2024.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.