WTFG
KJUL icon

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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
PS
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wood Tarver Financial Group's KJUL Position: Q1 2026 in Review

Wood Tarver Financial Group held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q1 2026 at 26,012 shares worth $833K. The position accounts for 0.23% of the portfolio, ranked #66.

Wood Tarver Financial Group first reported a position in KJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42M in Q4 2024. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • Wood Tarver Financial Group held 26,012 shares of Innovator US Small Cap Power Buffer ETF July worth $833K as of Q1 2026.
  • Wood Tarver Financial Group left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF July made up 0.23% of Wood Tarver Financial Group's portfolio in Q1 2026, its #66 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 6 quarters since.
  • Wood Tarver Financial Group's Innovator US Small Cap Power Buffer ETF July position peaked at $2.42M 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 Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.