XML Financial’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

XML Financial’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	$1.72M	Sell	50,500 -77,693	-61%	-$2.6M	0.12%	140
2026 Q1	$4.11M	Sell	128,193 -5,107	-4%	-$165K	0.33%	77
2025 Q4	$4.23M	Sell	133,300 -16,820	-11%	-$526K	0.34%	73
2025 Q3	$4.65M	Sell	150,120 -1,615	-1%	-$48.6K	0.38%	71
2025 Q2	$4.43M	Buy	+151,735	New	+$4.24M	0.38%	69

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

XML Financial's KJUL Position: Q2 2026 in Review

XML Financial reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 61% in Q2 2026, selling an estimated $2.6M and leaving 50,500 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #140.

XML Financial first reported a position in KJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.65M in Q3 2025. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

XML Financial held 50,500 shares of Innovator US Small Cap Power Buffer ETF July worth $1.72M as of Q2 2026.
XML Financial sold 77,693 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $2.6M.
Innovator US Small Cap Power Buffer ETF July made up 0.12% of XML Financial's portfolio in Q2 2026, its #140 holding.
XML Financial first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
XML Financial's Innovator US Small Cap Power Buffer ETF July position peaked at $4.65M in Q3 2025.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.