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 Q2	$214K	Sell	6,295 -147	-2%	-$4.92K	0.15%	133
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

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

Winnow Wealth's KJUL Position: Q2 2026 in Review

Winnow Wealth reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 2.3% in Q2 2026, selling an estimated $4.92K and leaving 6,295 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #133.

Winnow Wealth first reported a position in KJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Winnow Wealth held 6,295 shares of Innovator US Small Cap Power Buffer ETF July worth $214K as of Q2 2026.
Winnow Wealth sold 147 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $4.92K.
Innovator US Small Cap Power Buffer ETF July made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #133 holding.
Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's Innovator US Small Cap Power Buffer ETF July position peaked at $264K in Q4 2024.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.