Wood Tarver Financial Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Wood Tarver Financial Group’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	$878K	Sell	25,848 -164	-0.6%	-$5.49K	0.21%	72
2026 Q1	$833K	Hold	26,012	–	–	0.23%	66
2025 Q4	$824K	Buy	26,012 +359	+1%	+$11.2K	0.23%	64
2025 Q3	$794K	Buy	25,653 +1,474	+6%	+$44.4K	0.23%	66
2025 Q2	$705K	Sell	24,179 -7,606	-24%	-$213K	0.21%	68
2025 Q1	$889K	Sell	31,785 -50,353	-61%	-$1.47M	0.29%	54
2024 Q4	$2.42M	Buy	+82,138	New	+$2.43M	0.81%	21

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

Wood Tarver Financial Group's KJUL Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.63% in Q2 2026, selling an estimated $5.49K and leaving 25,848 shares worth $878K. The position accounts for 0.21% of the portfolio, ranked #72.

Wood Tarver Financial Group first reported a position in KJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Wood Tarver Financial Group held 25,848 shares of Innovator US Small Cap Power Buffer ETF July worth $878K as of Q2 2026.
Wood Tarver Financial Group sold 164 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $5.49K.
Innovator US Small Cap Power Buffer ETF July made up 0.21% of Wood Tarver Financial Group's portfolio in Q2 2026, its #72 holding.
Wood Tarver Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's Innovator US Small Cap Power Buffer ETF July position peaked at $2.42M 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 Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.