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 Q3	–	Sell	-6,295	Closed	-$214K	–	148
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Winnow Wealth's KJUL Position: Q3 2026 in Review

Winnow Wealth sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2026, closing a stake of 6,295 shares — an estimated $214K sold.

Winnow Wealth first reported a position in KJUL in Q4 2024 and held it in 6 quarters. The position peaked at $264K in Q4 2024. 30 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

Winnow Wealth reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2026 after selling out during the quarter.
Winnow Wealth sold 6,295 Innovator US Small Cap Power Buffer ETF July shares in Q3 2026, an estimated $214K.
Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and held it in 6 quarters.
Winnow Wealth's Innovator US Small Cap Power Buffer ETF July position peaked at $264K in Q4 2024.
30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.